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) | $9,814 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,775 | $65,061-80.4% | $143,757-91.1% | $66,914-80.9% |
| Participation rate | 64.3% | 65.2%-0.8pp | 80.3%-16.0pp | 69.8%-5.5pp |
| Annual return | -14.35% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $865 | $2,361-63.4% | $4,951-82.5% | $2,544-66.0% |
| Participant deferral / active EE | $1,677 | $2,919-42.5% | $5,637-70.3% | $4,237-60.4% |
| Admin fee / account holder | $181 | $502-64.0% | $14,673-98.8% | $593-69.5% |