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 JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $8,324 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,393 |
ADP BROKER-DEALER7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,966 | $45,863-52.1% | $77,024-71.5% | $68,494-67.9% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -16.20% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,042 | $2,962+137.7% | $4,426+59.1% | $4,027+74.9% |
| Admin fee / account holder | $161 | $3,041-94.7% | $5,425-97.0% | $5,403-97.0% |