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 JONES2 years Filed as: EDWARD JONES INVESTMENTS Service code 71 12555 MANCHESTER ROAD · DES PERES, MO 63131 | Brokerage Fees | $17,002 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,368 | $69,362-56.2% | $101,248-70.0% | $73,488-58.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 19.84% | 18.46%+1.4pp | 46.47%-26.6pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,904 | $2,628+10.5% | $3,660-20.6% | $2,270+27.9% |
| Participant deferral / active EE | $930 | $3,300-71.8% | $4,370-78.7% | $3,740-75.1% |
| Admin fee / account holder | $109 | $704-84.5% | $5,945-98.2% | $513-78.7% |