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 D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $31,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,342 |
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 | $48,923 | $101,317-51.7% | $146,958-66.7% | $74,495-34.3% |
| Participation rate | 68.2% | 75.5%-7.4pp | 82.2%-14.0pp | 67.2%+1.0pp |
| Annual return | 20.65% | 8730.91%-8710.3pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $3,379 | $3,810-11.3% | $4,933-31.5% | $2,623+28.8% |
| Participant deferral / active EE | $6,797 | $7,303-6.9% | $8,070-15.8% | $4,346+56.4% |
| Admin fee / account holder | $270 | $1,739-84.5% | $12,998-97.9% | $1,942-86.1% |