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 |
|---|---|---|
EDWARD JONES7 years Service code 28 · EIN 81-0397801 | Investment Management | $19,562 |
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 | $61,518 | $54,193+13.5% | $93,606-34.3% | $77,643-20.8% |
| Participation rate | 98.7% | 63.9%+34.8pp | 68.7%+30.0pp | 70.6%+28.2pp |
| Annual return | 3.27% | 30.54%-27.3pp | 133.20%-129.9pp | 31.24%-28.0pp |
| Employer contribution / active EE | $5,026 | $1,168+330.3% | $2,420+107.7% | $2,726+84.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $38 | $576-93.4% | $8,285-99.5% | $430-91.2% |