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 JONES5 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $68,088 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $66,012 |
PRONVEST2 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $59,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,363 | $104,317-32.5% | $159,436-55.9% | $86,799-18.9% |
| Participation rate | 94.1% | 77.7%+16.3pp | 82.8%+11.2pp | 72.3%+21.8pp |
| Annual return | 16.37% | 26.32%-10.0pp | 263.57%-247.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,906 | $3,451-44.8% | $4,829-60.5% | $2,405-20.7% |
| Participant deferral / active EE | $6,976 | $6,837+2.0% | $7,352-5.1% | $4,131+68.9% |
| Admin fee / account holder | $188 | $172+9.2% | $10,799-98.3% | $170+10.9% |