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 JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $30,967 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,159 | $50,815+16.4% | $155,509-62.0% | $77,643-23.8% |
| Participation rate | 77.1% | 63.1%+14.0pp | 78.2%-1.1pp | 70.6%+6.5pp |
| Annual return | 20.79% | 34.80%-14.0pp | 64.67%-43.9pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,988 | $1,993+49.9% | $4,672-36.1% | $2,726+9.6% |
| Participant deferral / active EE | $6,514 | $2,822+130.8% | $5,626+15.8% | $4,647+40.2% |
| Admin fee / account holder | $136 | $437-68.8% | $15,912-99.1% | $430-68.3% |