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 Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $21,808 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,711 |
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 | $34,927 | $60,795-42.5% | $69,455-49.7% | $65,185-46.4% |
| Participation rate | 58.7% | 74.9%-16.1pp | 74.6%-15.9pp | 70.2%-11.5pp |
| Annual return | 23.76% | 17.46%+6.3pp | 28.97%-5.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $992 | $2,452-59.5% | $2,779-64.3% | $2,177-54.4% |
| Participant deferral / active EE | $1,612 | $3,162-49.0% | $3,535-54.4% | $3,514-54.1% |
| Admin fee / account holder | $160 | $314-49.0% | $3,839-95.8% | $847-81.1% |