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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,595 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,410 |
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 | $30,918 | $52,953-41.6% | $172,739-82.1% | $65,185-52.6% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 17.25% | 30.12%-12.9pp | 802.84%-785.6pp | 29.38%-12.1pp |
| Employer contribution / active EE | $1,384 | $2,190-36.8% | $5,143-73.1% | $2,177-36.4% |
| Participant deferral / active EE | $1,246 | $2,471-49.6% | $5,198-76.0% | $3,514-64.5% |
| Admin fee / account holder | $91 | $472-80.6% | $13,954-99.3% | $847-89.2% |