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 JONES2 years Service code 26 PO BOX 1119 · WEST PLAINS, MO 65775 | Advisory (Participants) | $12,476 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,857 | $70,908-60.7% | $98,907-71.8% | $73,488-62.1% |
| Participation rate | 90.5% | 73.8%+16.7pp | 76.0%+14.5pp | 70.7%+19.8pp |
| Annual return | 22.21% | 34.17%-12.0pp | 196.43%-174.2pp | 28.51%-6.3pp |
| Employer contribution / active EE | $1,907 | $2,036-6.3% | $2,689-29.1% | $2,270-16.0% |
| Participant deferral / active EE | $2,433 | $3,500-30.5% | $4,244-42.7% | $3,740-34.9% |
| Admin fee / account holder | $133 | $535-75.1% | $6,642-98.0% | $513-74.1% |