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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,342 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,261 | $46,173-62.6% | $170,442-89.9% | $69,631-75.2% |
| Participation rate | 72.9% | 63.9%+9.0pp | 83.6%-10.7pp | 70.7%+2.2pp |
| Annual return | 14.73% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $993 | $1,610-38.3% | $5,433-81.7% | $2,032-51.1% |
| Participant deferral / active EE | $891 | $2,080-57.2% | $4,939-82.0% | $3,224-72.4% |
| Admin fee / account holder | $70 | $116-39.3% | $13,880-99.5% | $110-36.3% |