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 JONES8 years Filed as: EDWARD D. JONES & CO. L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
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 | $33,291 | $54,517-38.9% | $75,972-56.2% | $74,495-55.3% |
| Participation rate | 85.0% | 60.3%+24.7pp | 69.1%+15.9pp | 67.2%+17.8pp |
| Annual return | 13.07% | 31.82%-18.7pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,291 | $1,777-27.4% | $2,685-51.9% | $2,623-50.8% |
| Participant deferral / active EE | $4,320 | $3,066+40.9% | $4,255+1.5% | $4,346-0.6% |
| Admin fee / account holder | $252 | $2,229-88.7% | $6,467-96.1% | $1,942-87.0% |