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) | $21,534 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $2,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,322 | $76,050-50.9% | $96,544-61.3% | $71,457-47.8% |
| Participation rate | 67.6% | 74.4%-6.8pp | 76.0%-8.3pp | 67.9%-0.3pp |
| Annual return | 19.68% | 22.81%-3.1pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $2,051 | $2,244-8.6% | $2,965-30.8% | $2,588-20.8% |
| Participant deferral / active EE | $3,446 | $4,215-18.3% | $4,851-29.0% | $4,289-19.7% |
| Admin fee / account holder | $298 | $2,707-89.0% | $8,252-96.4% | $1,587-81.2% |