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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $19,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,614 | $55,453+32.8% | $170,442-56.8% | $62,292+18.2% |
| Participation rate | 57.8% | 66.4%-8.5pp | 83.6%-25.8pp | 69.5%-11.7pp |
| Annual return | 17.16% | 21.38%-4.2pp | 205.93%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,353 | $2,164-37.5% | $5,433-75.1% | $2,042-33.7% |
| Participant deferral / active EE | $2,233 | $2,303-3.0% | $4,939-54.8% | $3,169-29.6% |
| Admin fee / account holder | $143 | $455-68.5% | $13,880-99.0% | $479-70.1% |