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 6-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+ years Filed as: EDWARD JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,117 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,439 | $66,310-66.2% | $93,606-76.0% | $65,185-65.6% |
| Participation rate | 99.0% | 74.0%+25.0pp | 75.8%+23.2pp | 70.2%+28.8pp |
| Annual return | 23.50% | 42.58%-19.1pp | 32.76%-9.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,380 | $2,012-31.4% | $2,718-49.2% | $2,177-36.6% |
| Participant deferral / active EE | $1,882 | $3,342-43.7% | $4,069-53.7% | $3,514-46.4% |
| Admin fee / account holder | $209 | $6,897-97.0% | $7,888-97.4% | $847-75.3% |