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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,732 |
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $14,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,469 | $50,199+56.3% | $70,092+12.0% | $66,914+17.3% |
| Participation rate | 77.8% | 66.3%+11.4pp | 70.5%+7.3pp | 69.8%+8.0pp |
| Annual return | -13.86% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,808 | $1,864+50.6% | $2,559+9.7% | $2,544+10.4% |
| Participant deferral / active EE | $5,205 | $3,112+67.3% | $3,849+35.2% | $4,237+22.9% |
| Admin fee / account holder | $381 | $600-36.5% | $6,267-93.9% | $593-35.8% |