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 Service code 26 · EIN 43-0345811 | Advisory (Participants) | $10,683 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,289 | $94,529-83.8% | $140,016-89.1% | $64,186-76.2% |
| Participation rate | 79.1% | 84.1%-5.0pp | 87.5%-8.4pp | 69.6%+9.5pp |
| Annual return | -8.24% | 7.77%-16.0pp | 651.12%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,239 | $3,812-67.5% | $5,606-77.9% | $2,381-47.9% |
| Participant deferral / active EE | $2,188 | $5,250-58.3% | $6,927-68.4% | $3,470-36.9% |
| Admin fee / account holder | $315 | $6,741-95.3% | $10,705-97.1% | $4,888-93.6% |