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 JONES3 years Service code 26 PO BOX 1119 · WEST PLAINS, MO 65775 | Advisory (Participants) | $19,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,505 | $79,428-54.0% | $106,548-65.7% | $79,386-54.0% |
| Participation rate | 89.2% | 74.1%+15.1pp | 76.1%+13.1pp | 70.7%+18.5pp |
| Annual return | 19.22% | 18.27%+1.0pp | 26.80%-7.6pp | 116.85%-97.6pp |
| Employer contribution / active EE | $1,565 | $2,234-29.9% | $2,819-44.5% | $2,427-35.5% |
| Participant deferral / active EE | $2,509 | $3,823-34.4% | $4,398-43.0% | $4,046-38.0% |
| Admin fee / account holder | $193 | $523-63.1% | $7,407-97.4% | $626-69.2% |