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 JONES6 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $19,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $54,693 | $65,435-16.4% | $86,677-36.9% | $66,914-18.3% |
| Participation rate | 55.2% | 75.5%-20.3pp | 76.6%-21.4pp | 69.8%-14.6pp |
| Annual return | -18.97% | -10.89%-8.1pp | 35.91%-54.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,612 | $4,100-36.3% | $4,656-43.9% | $4,237-38.4% |
| Admin fee / account holder | $153 | $642-76.2% | $7,493-98.0% | $593-74.3% |