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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES & CO Service code 26 · EIN 43-0345811 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $17,966 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,318 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $7,885 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,741 | $63,745-59.6% | $98,442-73.9% | $79,386-67.6% |
| Participation rate | 28.9% | 69.9%-41.0pp | 73.3%-44.5pp | 70.7%-41.8pp |
| Annual return | 22.03% | 625.80%-603.8pp | 1492.73%-1470.7pp | 116.85%-94.8pp |
| Employer contribution / active EE | $272 | $2,557-89.3% | $2,960-90.8% | $2,427-88.8% |
| Participant deferral / active EE | $677 | $3,303-79.5% | $4,276-84.2% | $4,046-83.3% |
| Admin fee / account holder | $262 | $516-49.2% | $5,949-95.6% | $626-58.2% |