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 JONES2 years Service code 27 6900 COLLEGE BLVD STE 940 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,332 | $124,414-65.2% | $115,157-62.4% | $67,579-35.9% |
| Participation rate | 17.5% | 58.1%-40.6pp | 75.9%-58.4pp | 71.3%-53.8pp |
| Annual return | 23.66% | 29.40%-5.7pp | 35.60%-11.9pp | 378.56%-354.9pp |
| Employer contribution / active EE | $0 | $1,454-100.0% | $3,179-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $666 | $2,331-71.4% | $4,168-84.0% | $3,539-81.2% |
| Admin fee / account holder | $223 | $361-38.4% | $7,088-96.9% | $142+56.5% |