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 5-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 D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $19,371 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,347 | $88,581-74.8% | $145,661-84.7% | $74,304-69.9% |
| Participation rate | 90.6% | 64.9%+25.7pp | 77.2%+13.4pp | 60.3%+30.3pp |
| Annual return | 19.41% | 34.30%-14.9pp | 101.46%-82.0pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,855 | $2,612-29.0% | $4,238-56.2% | $2,241-17.2% |
| Participant deferral / active EE | $4,210 | $4,151+1.4% | $7,198-41.5% | $3,767+11.7% |
| Admin fee / account holder | $148 | $2,953-95.0% | $12,466-98.8% | $2,969-95.0% |