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) | $14,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,761 | $51,288-18.6% | $81,983-49.1% | $73,409-43.1% |
| Participation rate | 17.8% | 64.0%-46.2pp | 69.2%-51.5pp | 72.2%-54.4pp |
| Annual return | 14.16% | 29.48%-15.3pp | 41.31%-27.2pp | 59.29%-45.1pp |
| Employer contribution / active EE | $361 | $1,487-75.8% | $2,498-85.6% | $2,234-83.9% |
| Participant deferral / active EE | $684 | $2,715-74.8% | $3,722-81.6% | $3,805-82.0% |
| Admin fee / account holder | $41 | $125-67.6% | $5,664-99.3% | $158-74.3% |