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 |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $125,372 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $45,247 |
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 | $129,411 | $52,293+147.5% | $178,490-27.5% | $73,409+76.3% |
| Participation rate | 99.7% | 65.3%+34.4pp | 81.9%+17.8pp | 72.2%+27.5pp |
| Annual return | 14.06% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $8,204 | $1,735+372.7% | $5,011+63.7% | $2,234+267.3% |
| Participant deferral / active EE | $5,057 | $2,332+116.8% | $5,202-2.8% | $3,805+32.9% |
| Admin fee / account holder | $126 | $127-1.3% | $13,984-99.1% | $158-20.4% |