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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 71 · EIN 43-0345811 | Brokerage Fees | $32,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,856 | $60,396-29.0% | $111,392-61.5% | $56,287-23.9% |
| Participation rate | 87.1% | 72.4%+14.7pp | 78.9%+8.2pp | 69.9%+17.2pp |
| Annual return | -5.71% | 20.26%-26.0pp | -2.06%-3.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,132 | $3,459-9.4% | $4,328-27.6% | $2,111+48.4% |
| Participant deferral / active EE | $3,674 | $4,421-16.9% | $5,567-34.0% | $3,350+9.7% |
| Admin fee / account holder | $28 | $610-95.5% | $12,266-99.8% | $521-94.7% |