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 JONES2 years Service code 27 251 W. LEE HWY · WARRENTON, VA 201862078 | Advisory (Plan) | $17,865 |
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $10,281 |
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 | $34,194 | $42,548-19.6% | $74,550-54.1% | $56,287-39.2% |
| Participation rate | 99.3% | 60.5%+38.8pp | 69.1%+30.2pp | 69.9%+29.5pp |
| Annual return | -6.86% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $680 | $855-20.4% | $1,961-65.3% | $2,111-67.8% |
| Participant deferral / active EE | $3,026 | $2,277+32.9% | $3,108-2.6% | $3,350-9.7% |
| Admin fee / account holder | $164 | $467-65.0% | $5,060-96.8% | $521-68.6% |