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 |
|---|---|---|
Filed as: EDWARD D. JONES & CO., LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $5,618 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,821 | $52,953-79.6% | $172,739-93.7% | $65,185-83.4% |
| Participation rate | 56.0% | 66.2%-10.1pp | 82.6%-26.6pp | 70.2%-14.2pp |
| Annual return | 6.23% | 30.12%-23.9pp | 802.84%-796.6pp | 29.38%-23.1pp |
| Employer contribution / active EE | $659 | $2,190-69.9% | $5,143-87.2% | $2,177-69.7% |
| Participant deferral / active EE | $1,121 | $2,471-54.6% | $5,198-78.4% | $3,514-68.1% |
| Admin fee / account holder | $154 | $472-67.5% | $13,954-98.9% | $847-81.9% |