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) | $102,161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,403 | $84,556+198.5% | $116,228+117.2% | $74,304+239.7% |
| Participation rate | 90.7% | 66.0%+24.7pp | 74.6%+16.2pp | 60.3%+30.4pp |
| Annual return | 3.34% | 18.35%-15.0pp | 90.06%-86.7pp | 29.43%-26.1pp |
| Employer contribution / active EE | $15,610 | $2,168+620.1% | $2,994+421.3% | $2,241+596.5% |
| Participant deferral / active EE | $3,781 | $3,814-0.9% | $4,953-23.7% | $3,767+0.4% |
| Admin fee / account holder | $8 | $3,792-99.8% | $11,989-99.9% | $2,969-99.7% |