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 JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,768 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,063 |
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 | $40,893 | $65,322-37.4% | $70,449-42.0% | $73,488-44.4% |
| Participation rate | 53.0% | 77.0%-24.0pp | 75.1%-22.1pp | 70.7%-17.7pp |
| Annual return | 16.46% | 15.71%+0.7pp | 109.03%-92.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $996 | $2,460-59.5% | $2,737-63.6% | $2,270-56.1% |
| Participant deferral / active EE | $1,547 | $3,375-54.1% | $3,709-58.3% | $3,740-58.6% |
| Admin fee / account holder | $177 | $214-17.4% | $3,845-95.4% | $513-65.5% |