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 JONES2 years Service code 17 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 631313729 | Pension Consulting | $6,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,915 | $26,549+8.9% | $61,373-52.9% | $66,914-56.8% |
| Participation rate | 37.6% | 38.1%-0.5pp | 52.6%-15.0pp | 69.8%-32.2pp |
| Annual return | -16.17% | -16.21%0pp | 338.61%-354.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $686 | $651+5.3% | $1,159-40.8% | $2,544-73.0% |
| Participant deferral / active EE | $743 | $1,338-44.5% | $2,125-65.0% | $4,237-82.5% |
| Admin fee / account holder | $166 | $409-59.4% | $2,130-92.2% | $593-72.0% |