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 9-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 JONES4 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,694 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,441 | $95,803-30.6% | $113,168-41.3% | $84,808-21.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.33% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,159 | $2,360-8.5% | $2,975-27.4% | $2,631-17.9% |
| Participant deferral / active EE | $4,184 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $421 | $8,989-95.3% | $12,068-96.5% | $7,344-94.3% |