See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 · EIN 43-0345811 1255 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,357 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,174 | $66,310+30.0% | $93,606-7.9% | $65,185+32.2% |
| Participation rate | 93.1% | 74.0%+19.1pp | 75.8%+17.3pp | 70.2%+22.9pp |
| Annual return | 4.91% | 42.58%-37.7pp | 32.76%-27.9pp | 29.38%-24.5pp |
| Employer contribution / active EE | $2,762 | $2,012+37.3% | $2,718+1.6% | $2,177+26.9% |
| Participant deferral / active EE | $3,249 | $3,342-2.8% | $4,069-20.1% | $3,514-7.5% |
| Admin fee / account holder | $220 | $6,897-96.8% | $7,888-97.2% | $847-74.0% |