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 RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $15,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,730 | $40,174+11.3% | $84,015-46.8% | $67,579-33.8% |
| Participation rate | 35.2% | 62.7%-27.5pp | 69.0%-33.9pp | 71.3%-36.1pp |
| Annual return | 18.07% | 25.82%-7.8pp | 71.31%-53.2pp | 378.56%-360.5pp |
| Employer contribution / active EE | $331 | $808-59.0% | $1,983-83.3% | $2,148-84.6% |
| Participant deferral / active EE | $1,987 | $2,301-13.7% | $3,239-38.7% | $3,539-43.9% |
| Admin fee / account holder | $145 | $128+13.2% | $6,101-97.6% | $142+2.1% |