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 9-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 |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD JONES - JESSIE O'BRIEN Service code 26 · EIN 43-1591643 | Advisory (Participants) | $13,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,032 | $65,322-41.8% | $70,449-46.0% | $73,488-48.2% |
| Participation rate | 64.8% | 77.0%-12.1pp | 75.1%-10.2pp | 70.7%-5.9pp |
| Annual return | 17.99% | 15.71%+2.3pp | 109.03%-91.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $753 | $2,460-69.4% | $2,737-72.5% | $2,270-66.8% |
| Participant deferral / active EE | $3,302 | $3,375-2.2% | $3,709-11.0% | $3,740-11.7% |
| Admin fee / account holder | $146 | $214-31.6% | $3,845-96.2% | $513-71.5% |