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) | $15,481 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,282 | $44,764-30.1% | $68,791-54.5% | $64,808-51.7% |
| Participation rate | 21.5% | 64.8%-43.2pp | 69.0%-47.5pp | 71.5%-49.9pp |
| Annual return | -13.71% | -10.91%-2.8pp | -6.38%-7.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $446 | $1,775-74.9% | $2,655-83.2% | $2,506-82.2% |
| Participant deferral / active EE | $958 | $3,238-70.4% | $3,941-75.7% | $4,310-77.8% |
| Admin fee / account holder | $38 | $151-74.8% | $4,932-99.2% | $188-79.7% |