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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.
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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 |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $48,950 |
NWPS2 years Service code 37 · EIN 91-2090931 | Loan Processing | $5,704 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,153 | $106,028-13.1% | $146,958-37.3% | $77,643+18.7% |
| Participation rate | 47.2% | 78.4%-31.1pp | 82.2%-34.9pp | 70.6%-23.3pp |
| Annual return | 13.91% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,172 | $4,063-71.1% | $4,933-76.2% | $2,726-57.0% |
| Participant deferral / active EE | $2,917 | $7,990-63.5% | $8,070-63.8% | $4,647-37.2% |
| Admin fee / account holder | $455 | $337+35.0% | $12,998-96.5% | $430+5.8% |