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 JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,499 | $27,641-0.5% | $61,373-55.2% | $68,494-59.9% |
| Participation rate | 51.2% | 39.5%+11.7pp | 52.6%-1.3pp | 67.9%-16.7pp |
| Annual return | -36.02% | -13.24%-22.8pp | 338.61%-374.6pp | -7.84%-28.2pp |
| Employer contribution / active EE | $862 | $695+24.0% | $1,159-25.6% | $2,596-66.8% |
| Participant deferral / active EE | $1,676 | $1,263+32.7% | $2,125-21.1% | $4,027-58.4% |
| Admin fee / account holder | $32 | $2,010-98.4% | $2,130-98.5% | $5,403-99.4% |