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 |
|---|---|---|
Filed as: EDWARD D JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,140 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,463 | $60,795-41.7% | $69,455-48.9% | $65,185-45.6% |
| Participation rate | 69.9% | 74.9%-5.0pp | 74.6%-4.7pp | 70.2%-0.3pp |
| Annual return | 3.93% | 17.46%-13.5pp | 28.97%-25.0pp | 29.38%-25.5pp |
| Employer contribution / active EE | $1,687 | $2,452-31.2% | $2,779-39.3% | $2,177-22.5% |
| Participant deferral / active EE | $1,921 | $3,162-39.3% | $3,535-45.7% | $3,514-45.3% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |