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 10-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 Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMDEN, MO 64429 | Advisory (Participants) | $10,928 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,277 | $32,708+145.4% | - | $75,163+6.8% |
| Participation rate | 100.0% | 51.7%+48.3pp | - | 67.2%+32.8pp |
| Annual return | 15.67% | 25.58%-9.9pp | - | 160.62%-144.9pp |
| Employer contribution / active EE | $1,614 | $1,809-10.8% | - | $2,670-39.6% |
| Participant deferral / active EE | $7,355 | $2,223+230.9% | - | $4,125+78.3% |
| Admin fee / account holder | $8 | $3,179-99.7% | - | $5,651-99.9% |