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) | $6,658 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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).
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 | $11,122 | $58,879-81.1% | $178,490-93.8% | $73,488-84.9% |
| Participation rate | 56.1% | 66.2%-10.2pp | 81.9%-25.9pp | 70.7%-14.6pp |
| Annual return | 2.52% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $640 | $2,236-71.4% | $5,011-87.2% | $2,270-71.8% |
| Participant deferral / active EE | $1,189 | $2,567-53.7% | $5,202-77.2% | $3,740-68.2% |
| Admin fee / account holder | $160 | $400-60.0% | $13,984-98.9% | $513-68.8% |