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 |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $9,873 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,880 | $71,142-77.7% | $119,609-86.7% | $64,808-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -13.87% | -10.01%-3.9pp | -14.97%+1.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $999 | $2,497-60.0% | $4,232-76.4% | $2,506-60.1% |
| Participant deferral / active EE | $1,669 | $4,490-62.8% | $5,602-70.2% | $4,310-61.3% |
| Admin fee / account holder | $12 | $162-92.8% | $10,323-99.9% | $188-93.8% |