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 10-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 JONES8 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $22,754 |
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 | $78,886 | $79,171-0.4% | $102,423-23.0% | $74,495+5.9% |
| Participation rate | 56.7% | 74.8%-18.1pp | 76.5%-19.8pp | 67.2%-10.5pp |
| Annual return | 18.83% | 54.93%-36.1pp | 29.32%-10.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,466 | $4,415-44.1% | $5,053-51.2% | $4,346-43.2% |
| Admin fee / account holder | $181 | $2,001-91.0% | $9,451-98.1% | $1,942-90.7% |