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 |
|---|---|---|
EDWARD JONES4 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $9,526 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $2,599 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
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 | $26,834 | $58,264-53.9% | $86,612-69.0% | $71,457-62.4% |
| Participation rate | 30.8% | 65.0%-34.2pp | 71.7%-40.9pp | 67.9%-37.2pp |
| Annual return | 15.00% | 21.63%-6.6pp | 591.07%-576.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $590 | $2,574-77.1% | $3,022-80.5% | $2,588-77.2% |
| Participant deferral / active EE | $954 | $3,436-72.2% | $4,438-78.5% | $4,289-77.7% |
| Admin fee / account holder | $170 | $1,057-83.9% | $5,614-97.0% | $1,587-89.3% |