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 JONES3+ years Filed as: EDWARD JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,419 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,256 | $79,428-60.6% | $106,548-70.7% | $79,386-60.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 16.45% | 18.27%-1.8pp | 26.80%-10.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,542 | $2,234-31.0% | $2,819-45.3% | $2,427-36.5% |
| Participant deferral / active EE | $2,299 | $3,823-39.9% | $4,398-47.7% | $4,046-43.2% |
| Admin fee / account holder | $271 | $523-48.1% | $7,407-96.3% | $626-56.7% |