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 | $29,126 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,387 | $65,061-51.8% | $143,757-78.2% | $66,914-53.1% |
| Participation rate | 59.3% | 65.2%-5.9pp | 80.3%-21.0pp | 69.8%-10.5pp |
| Annual return | -14.27% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,651 | $2,361-30.1% | $4,951-66.7% | $2,544-35.1% |
| Participant deferral / active EE | $1,149 | $2,919-60.6% | $5,637-79.6% | $4,237-72.9% |
| Admin fee / account holder | $99 | $502-80.3% | $14,673-99.3% | $593-83.3% |