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 JONES4+ years Filed as: EDWARD JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $14,883 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,665 | $72,607-59.1% | $90,749-67.3% | $66,914-55.7% |
| Participation rate | 89.1% | 73.7%+15.4pp | 75.7%+13.4pp | 69.8%+19.3pp |
| Annual return | -17.10% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,304 | $2,369-45.0% | $2,921-55.4% | $2,544-48.7% |
| Participant deferral / active EE | $2,491 | $3,977-37.4% | $4,564-45.4% | $4,237-41.2% |
| Admin fee / account holder | $255 | $707-64.0% | $8,445-97.0% | $593-57.0% |