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 JONES7 years Filed as: EDWARD D JONES & CO, L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT · CAMERON, MO 64429 | Advisory (Participants) | $9,702 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,550 | $55,415-59.3% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 73.9% | 61.9%+12.0pp | 78.2%-4.3pp | 67.2%+6.7pp |
| Annual return | 12.90% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,621 | $2,267-28.5% | $4,672-65.3% | $2,623-38.2% |
| Participant deferral / active EE | $1,225 | $2,836-56.8% | $5,626-78.2% | $4,346-71.8% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |