Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,949 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,985 | $79,181-25.5% | $102,423-42.4% | $74,429-20.7% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 17.83% | 54.97%-37.1pp | 29.42%-11.6pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $2,424 | $2,362+2.6% | $3,023-19.8% | $2,625-7.7% |
| Participant deferral / active EE | $3,542 | $4,416-19.8% | $5,054-29.9% | $4,348-18.6% |
| Admin fee / account holder | $177 | $2,002-91.1% | $9,455-98.1% | $1,944-90.9% |