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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.
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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 JONES7 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $18,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,300 | $76,050-12.8% | $96,544-31.3% | $71,457-7.2% |
| Participation rate | 53.3% | 74.4%-21.1pp | 76.0%-22.7pp | 67.9%-14.7pp |
| Annual return | 23.01% | 22.81%+0.2pp | 25.84%-2.8pp | 28.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,278 | $4,215-46.0% | $4,851-53.0% | $4,289-46.9% |
| Admin fee / account holder | $141 | $2,707-94.8% | $8,252-98.3% | $1,587-91.1% |