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 JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,420 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $45,815 | $47,977-4.5% | $154,107-70.3% | $56,287-18.6% |
| Participation rate | 61.5% | 66.2%-4.6pp | 83.0%-21.5pp | 69.9%-8.3pp |
| Annual return | 7.36% | 3.54%+3.8pp | 735.12%-727.8pp | -9.96%+17.3pp |
| Employer contribution / active EE | $1,516 | $2,169-30.1% | $5,298-71.4% | $2,111-28.2% |
| Participant deferral / active EE | $3,078 | $2,392+28.7% | $5,081-39.4% | $3,350-8.1% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-99.9% | $521-98.7% |