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 JONES1 year Service code 26 226 ALAMEDA ROAD · BUTLER, PA 16001 | Advisory (Participants) | $6,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,448 | $60,396-86.0% | $111,392-92.4% | $56,287-85.0% |
| Participation rate | 90.4% | 72.4%+18.0pp | 78.9%+11.5pp | 69.9%+20.5pp |
| Annual return | -8.60% | 20.26%-28.9pp | -2.06%-6.5pp | -9.96%+1.4pp |
| Employer contribution / active EE | $0 | $3,459-100.0% | $4,328-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,510 | $4,421-43.2% | $5,567-54.9% | $3,350-25.1% |
| Admin fee / account holder | $54 | $610-91.1% | $12,266-99.6% | $521-89.5% |