See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,874 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,922 | $84,487+0.5% | $125,339-32.2% | $66,914+26.9% |
| Participation rate | 68.0% | 76.4%-8.4pp | 82.4%-14.3pp | 69.8%-1.8pp |
| Annual return | -15.16% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,790 | $3,553-21.5% | $4,814-42.0% | $2,544+9.7% |
| Participant deferral / active EE | $7,419 | $6,781+9.4% | $7,446-0.4% | $4,237+75.1% |
| Admin fee / account holder | $223 | $685-67.4% | $10,010-97.8% | $593-62.3% |