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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $8,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,500 | $65,041+80.7% | $90,951+29.2% | $79,858+47.1% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 12.43% | 30.45%-18.0pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,264 | $2,512+109.6% | $3,373+56.1% | $3,740+40.7% |
| Admin fee / account holder | $25,410 | $4,536+460.2% | $5,959+326.4% | $5,306+378.9% |