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 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $11,181 |
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 | $43,120 | $86,655-50.2% | $119,609-63.9% | $66,914-35.6% |
| Participation rate | 38.0% | 75.6%-37.6pp | 79.3%-41.3pp | 69.8%-31.8pp |
| Annual return | -16.51% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,055 | $4,358-29.9% | $5,602-45.5% | $4,237-27.9% |
| Admin fee / account holder | $203 | $755-73.1% | $10,323-98.0% | $593-65.7% |