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 10-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 JONES9 years Service code 27 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $23,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,406 | $87,870-9.6% | $113,168-29.8% | $74,304+6.9% |
| Participation rate | 58.5% | 70.7%-12.2pp | 76.6%-18.0pp | 60.3%-1.8pp |
| Annual return | 17.30% | 26.44%-9.1pp | 24.27%-7.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $19 | $2,277-99.2% | $2,975-99.4% | $2,241-99.1% |
| Participant deferral / active EE | $2,754 | $4,241-35.0% | $5,107-46.1% | $3,767-26.9% |
| Admin fee / account holder | $207 | $3,368-93.9% | $12,068-98.3% | $2,969-93.0% |