See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $24,437 |
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 | $55,758 | $82,664-32.5% | $125,339-55.5% | $68,494-18.6% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -19.68% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,475 | $3,381+32.4% | $4,814-7.0% | $2,596+72.4% |
| Participant deferral / active EE | $4,364 | $6,110-28.6% | $7,446-41.4% | $4,027+8.4% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |