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 JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,325 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,031 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,136 | $99,957-52.8% | $149,696-68.5% | $73,488-35.9% |
| Participation rate | 28.6% | 75.7%-47.1pp | 82.5%-53.9pp | 70.7%-42.1pp |
| Annual return | 21.10% | 53.87%-32.8pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,736 | $6,073-54.9% | $6,842-60.0% | $3,740-26.8% |
| Admin fee / account holder | $293 | $551-46.8% | $9,309-96.9% | $513-42.9% |