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 7-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 JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,915 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,569 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,171 | $50,815-52.4% | $155,509-84.5% | $77,643-68.9% |
| Participation rate | 74.9% | 63.1%+11.8pp | 78.2%-3.3pp | 70.6%+4.3pp |
| Annual return | 15.90% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,404 | $1,993-29.5% | $4,672-69.9% | $2,726-48.5% |
| Participant deferral / active EE | $2,620 | $2,822-7.2% | $5,626-53.4% | $4,647-43.6% |
| Admin fee / account holder | $120 | $437-72.6% | $15,912-99.2% | $430-72.2% |