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 | $31,167 |
EDWARD JONES5 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $11,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,054 | $30,588-34.4% | $53,898-62.8% | $85,563-76.6% |
| Participation rate | 73.7% | 26.3%+47.3pp | 55.0%+18.7pp | 66.0%+7.7pp |
| Annual return | 12.85% | 50.42%-37.6pp | 528.60%-515.8pp | 31.51%-18.7pp |
| Employer contribution / active EE | $212 | $436-51.4% | $932-77.3% | $2,654-92.0% |
| Participant deferral / active EE | $1,113 | $848+31.2% | $1,826-39.1% | $4,375-74.6% |
| Admin fee / account holder | $12 | $1,879-99.4% | $2,491-99.5% | $834-98.6% |