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 |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,190 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $9,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,188 | $65,435-58.5% | $86,677-68.6% | $66,914-59.4% |
| Participation rate | 77.1% | 75.5%+1.6pp | 76.6%+0.5pp | 69.8%+7.3pp |
| Annual return | -18.73% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,183 | $2,153+1.4% | $2,836-23.0% | $2,544-14.2% |
| Participant deferral / active EE | $3,631 | $4,100-11.4% | $4,656-22.0% | $4,237-14.3% |
| Admin fee / account holder | $200 | $642-68.8% | $7,493-97.3% | $593-66.3% |