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 JONES3 years Service code 27 6900 COLLEGE BLVD, STE 940 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $13,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,425 | $59,328-6.6% | $118,925-53.4% | $73,488-24.6% |
| Participation rate | 28.6% | 62.3%-33.7pp | 75.4%-46.8pp | 70.7%-42.1pp |
| Annual return | 21.94% | 19.13%+2.8pp | 35.88%-13.9pp | 28.51%-6.6pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,280 | $2,604-50.9% | $4,265-70.0% | $3,740-65.8% |
| Admin fee / account holder | $254 | $600-57.7% | $6,581-96.1% | $513-50.5% |