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 Filed as: EDWARD D JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
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.
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 | $40,777 | $81,537-50.0% | $149,718-72.8% | $69,631-41.4% |
| Participation rate | 64.2% | 86.1%-21.9pp | 87.1%-22.9pp | 70.7%-6.5pp |
| Annual return | 19.70% | 22.79%-3.1pp | 1501.63%-1481.9pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,046 | $3,239-67.7% | $5,445-80.8% | $2,032-48.5% |
| Participant deferral / active EE | $5,105 | $4,994+2.2% | $6,569-22.3% | $3,224+58.4% |
| Admin fee / account holder | $31 | $107-71.1% | $11,283-99.7% | $110-72.0% |