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 10-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 & COMPANY, LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $6,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,258 | $79,171-45.4% | $102,423-57.8% | $74,495-41.9% |
| Participation rate | 49.3% | 74.8%-25.5pp | 76.5%-27.1pp | 67.2%-17.9pp |
| Annual return | 11.38% | 54.93%-43.6pp | 29.32%-17.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $967 | $2,362-59.1% | $3,023-68.0% | $2,623-63.1% |
| Participant deferral / active EE | $2,508 | $4,415-43.2% | $5,053-50.4% | $4,346-42.3% |
| Admin fee / account holder | $101 | $2,001-94.9% | $9,451-98.9% | $1,942-94.8% |