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 9-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 JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $27,061 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,135 | $87,870-2.0% | $113,168-23.9% | $74,304+15.9% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.82% | 26.44%-7.6pp | 24.27%-5.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,868 | $2,277-18.0% | $2,975-37.2% | $2,241-16.7% |
| Participant deferral / active EE | $2,517 | $4,241-40.7% | $5,107-50.7% | $3,767-33.2% |
| Admin fee / account holder | $194 | $3,368-94.3% | $12,068-98.4% | $2,969-93.5% |