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) | $8,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,241 | $70,428+62.2% | $96,562+18.3% | $85,850+33.1% |
| Participation rate | 81.6% | 61.8%+19.8pp | 69.8%+11.8pp | 69.3%+12.3pp |
| Annual return | 13.82% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,253 | $2,894+81.5% | $3,849+36.5% | $3,952+32.9% |
| Admin fee / account holder | $21,557 | $4,997+331.4% | $6,181+248.8% | $6,260+244.4% |