See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,971 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,725 | $56,767+79.2% | $101,794-0.1% | $85,563+18.9% |
| Participation rate | 42.5% | 57.6%-15.1pp | 69.2%-26.7pp | 66.0%-23.5pp |
| Annual return | 16.00% | 17.76%-1.8pp | 30.53%-14.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,580 | $1,112+42.0% | $2,289-31.0% | $2,654-40.5% |
| Participant deferral / active EE | $2,830 | $2,720+4.0% | $4,084-30.7% | $4,375-35.3% |
| Admin fee / account holder | $386 | $1,098-64.8% | $8,777-95.6% | $834-53.7% |