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 JONES8 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $12,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,688 | $49,915-38.5% | $154,803-80.2% | $74,304-58.7% |
| Participation rate | 88.7% | 54.0%+34.7pp | 78.1%+10.6pp | 60.3%+28.3pp |
| Annual return | 14.73% | 34.06%-19.3pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $396 | $1,611-75.4% | $4,305-90.8% | $2,241-82.3% |
| Participant deferral / active EE | $1,352 | $2,255-40.0% | $5,540-75.6% | $3,767-64.1% |
| Admin fee / account holder | $18 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |