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 5-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 Service code 27 12555 MANCHESTER RD · ST LOUIS, MA 63131 | Advisory (Plan) | $35,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,335 | $42,353+30.7% | $79,550-30.4% | $64,808-14.6% |
| Participation rate | 68.2% | 64.8%+3.4pp | 69.5%-1.3pp | 71.5%-3.3pp |
| Annual return | -16.86% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,010 | $3,170+26.5% | $3,985+0.6% | $4,310-7.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |