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 JONES1 year Filed as: EDWARD D. JONES & CO. L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,954 | $55,453-71.2% | $170,442-90.6% | $62,292-74.4% |
| Participation rate | 47.6% | 66.4%-18.8pp | 83.6%-36.0pp | 69.5%-21.9pp |
| Annual return | 17.68% | 21.38%-3.7pp | 205.93%-188.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $596 | $2,164-72.4% | $5,433-89.0% | $2,042-70.8% |
| Participant deferral / active EE | $844 | $2,303-63.4% | $4,939-82.9% | $3,169-73.4% |
| Admin fee / account holder | $58 | $455-87.3% | $13,880-99.6% | $479-88.0% |