See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $38,967 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,066 | $64,119+18.6% | $112,228-32.2% | $66,914+13.7% |
| Participation rate | 97.4% | 68.5%+29.0pp | 75.1%+22.4pp | 69.8%+27.6pp |
| Annual return | -14.81% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,163 | $3,005+38.5% | $3,635+14.5% | $2,544+63.6% |
| Participant deferral / active EE | $10,011 | $3,693+171.1% | $4,728+111.7% | $4,237+136.3% |
| Admin fee / account holder | $171 | $625-72.7% | $6,410-97.3% | $593-71.2% |