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 JONES2+ years Filed as: EDWARD JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $11,011 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $27,283 | $70,908-61.5% | $98,907-72.4% | $73,488-62.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 19.22% | 34.17%-14.9pp | 196.43%-177.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,304 | $2,036-35.9% | $2,689-51.5% | $2,270-42.5% |
| Participant deferral / active EE | $2,047 | $3,500-41.5% | $4,244-51.8% | $3,740-45.3% |
| Admin fee / account holder | $222 | $535-58.5% | $6,642-96.7% | $513-56.8% |