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 8-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 · EIN 43-0345811 516 E STREET · FAIRBURY, NE 68352 | Advisory (Participants) | $8,762 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,034 | $78,422-71.9% | $95,952-77.0% | $79,858-72.4% |
| Participation rate | 75.3% | 73.5%+1.8pp | 77.1%-1.8pp | 69.6%+5.7pp |
| Annual return | 19.32% | 19.37%-0.1pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,131 | $1,945-41.9% | $2,541-55.5% | $2,471-54.2% |
| Participant deferral / active EE | $1,497 | $3,440-56.5% | $4,167-64.1% | $3,740-60.0% |
| Admin fee / account holder | $118 | $5,622-97.9% | $6,795-98.3% | $5,306-97.8% |