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 JONES5 years Service code 27 12555 MANCHESTER RD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $27,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,210 | $62,127-30.4% | $81,382-46.9% | $74,495-42.0% |
| Participation rate | 96.5% | 64.0%+32.4pp | 69.5%+27.0pp | 67.2%+29.3pp |
| Annual return | 15.98% | 16.48%-0.5pp | 24.73%-8.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,603 | $1,882+38.3% | $2,463+5.7% | $2,623-0.8% |
| Participant deferral / active EE | $4,054 | $3,229+25.6% | $3,883+4.4% | $4,346-6.7% |
| Admin fee / account holder | $102 | $1,934-94.7% | $5,768-98.2% | $1,942-94.7% |