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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $44,755 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,377 | $50,982-14.9% | $154,803-72.0% | $85,563-49.3% |
| Participation rate | 97.3% | 59.8%+37.5pp | 78.1%+19.2pp | 66.0%+31.3pp |
| Annual return | 15.65% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,083 | $1,708+21.9% | $4,305-51.6% | $2,654-21.5% |
| Participant deferral / active EE | $4,537 | $2,474+83.4% | $5,540-18.1% | $4,375+3.7% |
| Admin fee / account holder | $52 | $846-93.9% | $14,329-99.6% | $834-93.8% |