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 & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,625 |
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).
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 | $36,007 | $46,423-22.4% | $75,886-52.6% | $67,579-46.7% |
| Participation rate | 20.9% | 63.1%-42.2pp | 69.3%-48.4pp | 71.3%-50.4pp |
| Annual return | 19.41% | 32.29%-12.9pp | 30.76%-11.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $660 | $1,406-53.1% | $2,500-73.6% | $2,148-69.3% |
| Participant deferral / active EE | $1,223 | $2,564-52.3% | $3,603-66.0% | $3,539-65.4% |
| Admin fee / account holder | $55 | $132-58.1% | $5,418-99.0% | $142-61.2% |