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 JONES3 years Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $22,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,700 | $50,956+13.2% | $96,562-40.2% | $86,799-33.5% |
| Participation rate | 34.8% | 65.2%-30.4pp | 69.8%-35.0pp | 72.3%-37.4pp |
| Annual return | 14.48% | 21.27%-6.8pp | 37.78%-23.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $371 | $1,111-66.6% | $2,356-84.2% | $2,405-84.6% |
| Participant deferral / active EE | $2,200 | $2,954-25.5% | $3,849-42.8% | $4,131-46.7% |
| Admin fee / account holder | $194 | $166+16.6% | $6,181-96.9% | $170+14.2% |