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 JONES2 years Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,960 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,878 | $52,953-79.5% | $172,739-93.7% | $65,185-83.3% |
| Participation rate | 56.6% | 66.2%-9.6pp | 82.6%-26.1pp | 70.2%-13.6pp |
| Annual return | 23.46% | 30.12%-6.7pp | 802.84%-779.4pp | 29.38%-5.9pp |
| Employer contribution / active EE | $865 | $2,190-60.5% | $5,143-83.2% | $2,177-60.3% |
| Participant deferral / active EE | $1,252 | $2,471-49.3% | $5,198-75.9% | $3,514-64.4% |
| Admin fee / account holder | $58 | $472-87.7% | $13,954-99.6% | $847-93.2% |