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 JONES1 year Filed as: EDWARD D. JONES CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,128 | $80,968+84.2% | $96,544+54.5% | $75,163+98.4% |
| Participation rate | 78.4% | 71.8%+6.6pp | 76.0%+2.4pp | 67.2%+11.2pp |
| Annual return | 15.17% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,467 | $2,282+51.9% | $2,965+16.9% | $2,670+29.9% |
| Participant deferral / active EE | $3,700 | $3,928-5.8% | $4,851-23.7% | $4,125-10.3% |
| Admin fee / account holder | $305 | $6,724-95.5% | $8,252-96.3% | $5,651-94.6% |