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 8-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 Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,022 | $39,019-43.6% | $80,716-72.7% | $85,850-74.3% |
| Participation rate | 65.3% | 41.5%+23.7pp | 54.2%+11.1pp | 69.3%-4.0pp |
| Annual return | 14.74% | 26.27%-11.5pp | 87.28%-72.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $875 | $722+21.2% | $1,160-24.5% | $2,565-65.9% |
| Participant deferral / active EE | $1,452 | $1,326+9.6% | $2,146-32.3% | $3,952-63.3% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |