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 |
|---|---|---|
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $6,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,271 | $52,953-73.0% | $172,739-91.7% | $65,185-78.1% |
| Participation rate | 42.5% | 66.2%-23.7pp | 82.6%-40.1pp | 70.2%-27.7pp |
| Annual return | 17.31% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.1pp |
| Employer contribution / active EE | $331 | $2,190-84.9% | $5,143-93.6% | $2,177-84.8% |
| Participant deferral / active EE | $850 | $2,471-65.6% | $5,198-83.6% | $3,514-75.8% |
| Admin fee / account holder | $188 | $472-60.2% | $13,954-98.7% | $847-77.8% |