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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $8,701 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,802 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $363 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,863 | $44,960-66.9% | $84,966-82.5% | $74,495-80.0% |
| Participation rate | 89.6% | 49.4%+40.2pp | 67.5%+22.1pp | 67.2%+22.4pp |
| Annual return | 8.56% | 26.24%-17.7pp | 66.38%-57.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $2,976 | $1,457+104.2% | $2,727+9.1% | $2,623+13.4% |
| Participant deferral / active EE | $1,119 | $2,731-59.0% | $4,519-75.2% | $4,346-74.3% |
| Admin fee / account holder | $283 | $2,209-87.2% | $6,149-95.4% | $1,942-85.5% |