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) | $38,391 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $7,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,145 | $50,815-28.9% | $155,509-76.8% | $77,643-53.4% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.1pp | 70.6%+26.7pp |
| Annual return | 16.73% | 34.80%-18.1pp | 64.67%-47.9pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,120 | $1,993+6.4% | $4,672-54.6% | $2,726-22.2% |
| Participant deferral / active EE | $4,494 | $2,822+59.2% | $5,626-20.1% | $4,647-3.3% |
| Admin fee / account holder | $37 | $437-91.6% | $15,912-99.8% | $430-91.5% |