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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,875 |
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $37,668 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,995 | $61,156+22.6% | $185,823-59.6% | $79,386-5.5% |
| Participation rate | 72.9% | 66.6%+6.3pp | 81.7%-8.8pp | 70.7%+2.2pp |
| Annual return | 10.65% | 19.45%-8.8pp | 122.05%-111.4pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,533 | $2,321-33.9% | $5,167-70.3% | $2,427-36.9% |
| Participant deferral / active EE | $2,325 | $2,789-16.6% | $5,568-58.2% | $4,046-42.5% |
| Admin fee / account holder | $223 | $710-68.5% | $16,237-98.6% | $626-64.3% |