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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,207 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,379 |
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 | $56,145 | $42,353+32.6% | $79,550-29.4% | $64,808-13.4% |
| Participation rate | 50.7% | 64.8%-14.0pp | 69.5%-18.8pp | 71.5%-20.8pp |
| Annual return | -7.05% | -12.24%+5.2pp | 0.16%-7.2pp | 32.82%-39.9pp |
| Employer contribution / active EE | $1,959 | $1,181+65.9% | $2,413-18.8% | $2,506-21.8% |
| Participant deferral / active EE | $3,826 | $3,170+20.7% | $3,985-4.0% | $4,310-11.2% |
| Admin fee / account holder | $236 | $160+47.6% | $6,832-96.6% | $188+25.4% |