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 20 · EIN 43-0345811 | Trustee (individual) | $75,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,549 | $45,382-21.7% | $154,107-76.9% | $75,289-52.8% |
| Participation rate | 50.8% | 65.9%-15.1pp | 83.0%-32.2pp | 72.4%-21.6pp |
| Annual return | 10.05% | -0.47%+10.5pp | 735.12%-725.1pp | -0.04%+10.1pp |
| Employer contribution / active EE | $322 | $1,533-79.0% | $5,298-93.9% | $2,405-86.6% |
| Participant deferral / active EE | $1,060 | $2,384-55.5% | $5,081-79.1% | $3,739-71.6% |
| Admin fee / account holder | $67 | $89-25.4% | $13,411-99.5% | $102-34.8% |