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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,700 |
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO, L.P. Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,877 | $87,870+45.5% | $113,168+13.0% | $74,304+72.1% |
| Participation rate | 60.1% | 70.7%-10.6pp | 76.6%-16.5pp | 60.3%-0.2pp |
| Annual return | 16.13% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,805 | $2,277-20.7% | $2,975-39.3% | $2,241-19.4% |
| Participant deferral / active EE | $5,569 | $4,241+31.3% | $5,107+9.1% | $3,767+47.8% |
| Admin fee / account holder | $367 | $3,368-89.1% | $12,068-97.0% | $2,969-87.6% |