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 9-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 |
|---|---|---|
Filed as: EDWARD D JONES & CO. LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $29,565 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,647 | $47,126-41.3% | $149,673-81.5% | $74,419-62.8% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.0pp | 70.7%+26.1pp |
| Annual return | 19.40% | 22.75%-3.4pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,046 | $1,905+7.4% | $4,818-57.5% | $2,637-22.4% |
| Participant deferral / active EE | $4,238 | $2,728+55.3% | $5,680-25.4% | $4,528-6.4% |
| Admin fee / account holder | $23 | $343-93.3% | $13,210-99.8% | $348-93.4% |