See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,865 | $106,236+68.4% | $112,228+59.4% | $64,808+176.0% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.1%+22.8pp | 71.5%+26.4pp |
| Annual return | 7.39% | -6.02%+13.4pp | 27.45%-20.1pp | 32.82%-25.4pp |
| Employer contribution / active EE | $16,833 | $3,166+431.7% | $3,635+363.1% | $2,506+571.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $7 | $452-98.5% | $6,410-99.9% | $188-96.3% |