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) | $10,002 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,925 | $61,272-75.6% | $149,673-90.0% | $71,457-79.1% |
| Participation rate | 55.8% | 62.5%-6.7pp | 78.8%-23.0pp | 67.9%-12.1pp |
| Annual return | 9.29% | 35.85%-26.6pp | 134.42%-125.1pp | 28.85%-19.6pp |
| Employer contribution / active EE | $1,077 | $2,378-54.7% | $4,818-77.6% | $2,588-58.4% |
| Participant deferral / active EE | $1,742 | $2,917-40.3% | $5,680-69.3% | $4,289-59.4% |
| Admin fee / account holder | $190 | $1,261-85.0% | $13,210-98.6% | $1,587-88.1% |