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 JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,993 |
Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,763 | $116,175+71.1% | $93,606+112.3% | $152,861+30.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.54% | 35.96%-35.4pp | 32.76%-32.2pp | 345.32%-344.8pp |
| Employer contribution / active EE | $15,225 | $3,218+373.1% | $2,718+460.2% | $4,762+219.7% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $72,012 | $10,748+570.0% | $7,888+812.9% | $11,596+521.0% |