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 9-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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,334 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,796 |
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 | $20,709 | $52,293-60.4% | $178,490-88.4% | $73,409-71.8% |
| Participation rate | 93.8% | 65.3%+28.5pp | 81.9%+11.9pp | 72.2%+21.6pp |
| Annual return | 22.52% | 34.75%-12.2pp | 151.07%-128.5pp | 59.29%-36.8pp |
| Employer contribution / active EE | $1,349 | $1,735-22.3% | $5,011-73.1% | $2,234-39.6% |
| Participant deferral / active EE | $3,867 | $2,332+65.8% | $5,202-25.7% | $3,805+1.6% |
| Admin fee / account holder | $99 | $127-22.2% | $13,984-99.3% | $158-37.3% |