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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $33,343 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,050 | $88,122-45.5% | $141,162-66.0% | $67,579-28.9% |
| Participation rate | 61.1% | 76.5%-15.4pp | 82.5%-21.4pp | 71.3%-10.2pp |
| Annual return | 23.80% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $906 | $3,224-71.9% | $4,735-80.9% | $2,148-57.8% |
| Participant deferral / active EE | $6,218 | $5,958+4.4% | $6,709-7.3% | $3,539+75.7% |
| Admin fee / account holder | $95 | $131-27.1% | $10,261-99.1% | $142-33.0% |