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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $37,758 |
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,362 | $58,778-87.5% | $129,207-94.3% | $77,643-90.5% |
| Participation rate | 66.9% | 59.2%+7.7pp | 69.6%-2.7pp | 70.6%-3.6pp |
| Annual return | 12.00% | 24.73%-12.7pp | 9417.33%-9405.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $420 | $1,952-78.5% | $4,153-89.9% | $2,726-84.6% |
| Participant deferral / active EE | $1,024 | $3,212-68.1% | $4,168-75.4% | $4,647-78.0% |
| Admin fee / account holder | $138 | $589-76.5% | $7,715-98.2% | $430-67.8% |