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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,477 |
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $26,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,347 | $31,741-4.4% | $56,411-46.2% | $199,593-84.8% |
| Participation rate | 15.8% | 32.3%-16.5pp | 52.5%-36.7pp | 72.0%-56.2pp |
| Annual return | 13.00% | 14.72%-1.7pp | 1701.33%-1688.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $490 | $508-3.6% | $1,039-52.9% | $3,034-83.9% |
| Participant deferral / active EE | $928 | $1,184-21.6% | $1,952-52.4% | $5,087-81.8% |
| Admin fee / account holder | $191 | $426-55.2% | $2,829-93.2% | $269-28.9% |