See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,707 |
EDWARD JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,698 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,284 | $55,415-11.1% | $155,509-68.3% | $74,495-33.8% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 14.00% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,131 | $2,267-6.0% | $4,672-54.4% | $2,623-18.8% |
| Participant deferral / active EE | $1,734 | $2,836-38.9% | $5,626-69.2% | $4,346-60.1% |
| Admin fee / account holder | $148 | $1,738-91.5% | $15,912-99.1% | $1,942-92.4% |