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 9-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 JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,376 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,772 | $52,953+50.6% | $172,739-53.8% | $65,185+22.4% |
| Participation rate | 61.7% | 66.2%-4.5pp | 82.6%-21.0pp | 70.2%-8.5pp |
| Annual return | 20.41% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,377 | $2,190-37.1% | $5,143-73.2% | $2,177-36.7% |
| Participant deferral / active EE | $2,091 | $2,471-15.4% | $5,198-59.8% | $3,514-40.5% |
| Admin fee / account holder | $228 | $472-51.7% | $13,954-98.4% | $847-73.1% |