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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,690 |
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,181 |
ADP BROKER-DEALER4+ 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.
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 | $16,923 | $38,365-55.9% | $84,611-80.0% | $65,185-74.0% |
| Participation rate | 20.1% | 55.7%-35.5pp | 68.2%-48.1pp | 70.2%-50.1pp |
| Annual return | 20.10% | 32.00%-11.9pp | 258.74%-238.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,395 | $2,278+5.1% | $3,899-38.6% | $3,514-31.8% |
| Admin fee / account holder | $139 | $451-69.1% | $4,912-97.2% | $847-83.5% |