See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $13,535 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $588 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,939 | $58,879-25.4% | $178,490-75.4% | $73,488-40.2% |
| Participation rate | 72.0% | 66.2%+5.8pp | 81.9%-9.9pp | 70.7%+1.3pp |
| Annual return | 27.13% | 24.86%+2.3pp | 151.07%-123.9pp | 28.51%-1.4pp |
| Employer contribution / active EE | $2,351 | $2,236+5.1% | $5,011-53.1% | $2,270+3.6% |
| Participant deferral / active EE | $4,869 | $2,567+89.7% | $5,202-6.4% | $3,740+30.2% |
| Admin fee / account holder | $150 | $400-62.5% | $13,984-98.9% | $513-70.7% |