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 8-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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,158 | $35,986-52.3% | $77,482-77.9% | $73,488-76.7% |
| Participation rate | 58.1% | 40.8%+17.3pp | 54.2%+3.9pp | 70.7%-12.6pp |
| Annual return | 17.41% | 19.26%-1.8pp | 54.79%-37.4pp | 28.51%-11.1pp |
| Employer contribution / active EE | $600 | $557+7.6% | $986-39.2% | $2,270-73.6% |
| Participant deferral / active EE | $1,009 | $1,198-15.8% | $1,861-45.8% | $3,740-73.0% |
| Admin fee / account holder | $11 | $466-97.7% | $2,858-99.6% | $513-97.9% |