See peer percentile detail. $4.99 for your first month.
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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 JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $24,945 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $19,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,183 | $50,815-52.4% | $155,509-84.4% | $77,643-68.9% |
| Participation rate | 58.8% | 63.1%-4.3pp | 78.2%-19.4pp | 70.6%-11.8pp |
| Annual return | 13.79% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $911 | $1,993-54.3% | $4,672-80.5% | $2,726-66.6% |
| Participant deferral / active EE | $2,105 | $2,822-25.4% | $5,626-62.6% | $4,647-54.7% |
| Admin fee / account holder | $87 | $437-80.1% | $15,912-99.5% | $430-79.8% |