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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT ST · CAMERON, MO 64429 | Advisory (Participants) | $10,302 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,328 | $100,801-63.0% | $149,696-75.1% | $73,409-49.2% |
| Participation rate | 58.9% | 77.7%-18.8pp | 82.5%-23.6pp | 72.2%-13.3pp |
| Annual return | 20.92% | 265.34%-244.4pp | 276.60%-255.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,714 | $3,312-48.3% | $4,644-63.1% | $2,234-23.3% |
| Participant deferral / active EE | $3,347 | $6,404-47.7% | $6,842-51.1% | $3,805-12.0% |
| Admin fee / account holder | $209 | $181+15.8% | $9,309-97.8% | $158+32.6% |