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) | $15,951 |
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 | $34,888 | $49,693-29.8% | $70,515-50.5% | $74,419-53.1% |
| Participation rate | 19.3% | 64.7%-45.4pp | 68.3%-49.1pp | 70.7%-51.4pp |
| Annual return | 15.39% | 21.22%-5.8pp | 32.77%-17.4pp | 34.38%-19.0pp |
| Employer contribution / active EE | $428 | $1,773-75.8% | $2,973-85.6% | $2,637-83.8% |
| Participant deferral / active EE | $843 | $3,376-75.0% | $4,567-81.5% | $4,528-81.4% |
| Admin fee / account holder | $28 | $316-91.2% | $6,412-99.6% | $348-92.1% |