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 15 · EIN 01-0233346 | Recordkeeping | $43,029 |
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,405 | $99,957-34.6% | $149,696-56.3% | $73,488-11.0% |
| Participation rate | 67.7% | 75.7%-8.0pp | 82.5%-14.7pp | 70.7%-2.9pp |
| Annual return | 16.56% | 53.87%-37.3pp | 276.60%-260.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,365 | $3,191-57.2% | $4,644-70.6% | $2,270-39.9% |
| Participant deferral / active EE | $6,781 | $6,073+11.7% | $6,842-0.9% | $3,740+81.3% |
| Admin fee / account holder | $363 | $551-34.1% | $9,309-96.1% | $513-29.3% |