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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 16 · EIN 43-0345811 | Consulting | $48,202 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,718 | $82,274+10.3% | $152,466-40.5% | $79,386+14.3% |
| Participation rate | 97.6% | 76.4%+21.1pp | 78.2%+19.4pp | 70.7%+26.9pp |
| Annual return | 14.91% | 7959.84%-7944.9pp | 757.33%-742.4pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,809 | $3,613+33.1% | $4,327+11.1% | $2,427+98.1% |
| Participant deferral / active EE | $4,160 | $4,969-16.3% | $5,820-28.5% | $4,046+2.8% |
| Admin fee / account holder | $283 | $632-55.2% | $15,805-98.2% | $626-54.7% |