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 JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $22,424 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,845 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,462 | $61,272-9.5% | $149,673-62.9% | $71,457-22.4% |
| Participation rate | 76.9% | 62.5%+14.4pp | 78.8%-1.9pp | 67.9%+9.0pp |
| Annual return | 26.27% | 35.85%-9.6pp | 134.42%-108.1pp | 28.85%-2.6pp |
| Employer contribution / active EE | $3,388 | $2,378+42.5% | $4,818-29.7% | $2,588+30.9% |
| Participant deferral / active EE | $7,360 | $2,917+152.3% | $5,680+29.6% | $4,289+71.6% |
| Admin fee / account holder | $130 | $1,261-89.7% | $13,210-99.0% | $1,587-91.8% |