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 JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,275 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,793 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,492 | $42,383-44.6% | $76,523-69.3% | $64,186-63.4% |
| Participation rate | 87.2% | 58.1%+29.0pp | 68.0%+19.2pp | 69.6%+17.6pp |
| Annual return | -3.55% | -16.54%+13.0pp | -0.27%-3.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,629 | $1,563+4.2% | $2,647-38.4% | $2,381-31.6% |
| Participant deferral / active EE | $5,528 | $2,566+115.4% | $3,835+44.1% | $3,470+59.3% |
| Admin fee / account holder | $184 | $3,198-94.2% | $4,848-96.2% | $4,888-96.2% |