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) | $18,526 |
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 | $36,780 | $55,416-33.6% | $75,972-51.6% | $77,643-52.6% |
| Participation rate | 20.7% | 63.6%-42.8pp | 69.1%-48.3pp | 70.6%-49.9pp |
| Annual return | 12.03% | 17.07%-5.0pp | 359.55%-347.5pp | 31.24%-19.2pp |
| Employer contribution / active EE | $468 | $1,788-73.8% | $2,685-82.6% | $2,726-82.8% |
| Participant deferral / active EE | $886 | $3,447-74.3% | $4,255-79.2% | $4,647-80.9% |
| Admin fee / account holder | $32 | $414-92.2% | $6,467-99.5% | $430-92.5% |