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 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $17,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,999 | $64,286-20.7% | $90,951-43.9% | $73,409-30.5% |
| Participation rate | 33.3% | 63.6%-30.3pp | 69.0%-35.7pp | 72.2%-38.8pp |
| Annual return | 15.93% | 21.45%-5.5pp | 134.60%-118.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $292 | $895-67.4% | $2,122-86.2% | $2,234-86.9% |
| Participant deferral / active EE | $1,695 | $2,453-30.9% | $3,373-49.7% | $3,805-55.4% |
| Admin fee / account holder | $155 | $287-45.9% | $5,959-97.4% | $158-1.6% |