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) | $14,255 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,031 | $49,915-33.8% | $154,803-78.7% | $74,304-55.5% |
| Participation rate | 61.0% | 54.0%+7.1pp | 78.1%-17.1pp | 60.3%+0.7pp |
| Annual return | 13.90% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,297 | $1,611-19.5% | $4,305-69.9% | $2,241-42.2% |
| Participant deferral / active EE | $2,586 | $2,255+14.7% | $5,540-53.3% | $3,767-31.4% |
| Admin fee / account holder | $339 | $2,189-84.5% | $14,329-97.6% | $2,969-88.6% |