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 JONES6 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,782 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,152 | $83,884-48.6% | $64,056-32.6% | $74,419-42.0% |
| Participation rate | 55.3% | 76.6%-21.3pp | 72.3%-17.0pp | 70.7%-15.5pp |
| Annual return | 17.35% | 16.57%+0.8pp | 33.69%-16.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,214 | $3,084-60.6% | $2,747-55.8% | $2,637-54.0% |
| Participant deferral / active EE | $1,837 | $3,692-50.2% | $3,880-52.7% | $4,528-59.4% |
| Admin fee / account holder | $146 | $196-25.4% | $3,068-95.2% | $348-57.9% |