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) | $32,163 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,680 | $86,929+68.7% | $102,423+43.2% | $80,856+81.4% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.1pp |
| Annual return | 11.68% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,110 | $2,369+73.4% | $3,023+35.9% | $2,755+49.2% |
| Participant deferral / active EE | $4,326 | $4,118+5.0% | $5,053-14.4% | $4,296+0.7% |
| Admin fee / account holder | $340 | $8,049-95.8% | $9,451-96.4% | $6,918-95.1% |