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 JONES9 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $16,404 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $6,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,945 | $50,982+21.5% | $154,803-60.0% | $85,563-27.6% |
| Participation rate | 28.1% | 59.8%-31.7pp | 78.1%-50.0pp | 66.0%-37.9pp |
| Annual return | 16.31% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $202 | $1,708-88.2% | $4,305-95.3% | $2,654-92.4% |
| Participant deferral / active EE | $1,710 | $2,474-30.9% | $5,540-69.1% | $4,375-60.9% |
| Admin fee / account holder | $145 | $846-82.9% | $14,329-99.0% | $834-82.7% |