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) | $26,324 |
Service code 37 · EIN 35-0145825 | Loan Processing | $7,700 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $117,872 | $54,573+116.0% | $90,951+29.6% | $73,488+60.4% |
| Participation rate | 43.8% | 61.2%-17.3pp | 69.0%-25.2pp | 70.7%-26.8pp |
| Annual return | 8.31% | 16.69%-8.4pp | 134.60%-126.3pp | 28.51%-20.2pp |
| Employer contribution / active EE | $2,765 | $991+178.9% | $2,122+30.3% | $2,270+21.8% |
| Participant deferral / active EE | $2,809 | $2,517+11.6% | $3,373-16.7% | $3,740-24.9% |
| Admin fee / account holder | $396 | $521-24.0% | $5,959-93.3% | $513-22.8% |