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 5-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 | $9,166 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,560 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,844 | $65,061-61.8% | $143,757-82.7% | $66,914-62.9% |
| Participation rate | 56.3% | 65.2%-8.9pp | 80.3%-24.0pp | 69.8%-13.5pp |
| Annual return | 15.16% | -11.14%+26.3pp | -0.04%+15.2pp | 1.58%+13.6pp |
| Employer contribution / active EE | $1,237 | $2,361-47.6% | $4,951-75.0% | $2,544-51.4% |
| Participant deferral / active EE | $2,439 | $2,919-16.4% | $5,637-56.7% | $4,237-42.4% |
| Admin fee / account holder | $105 | $502-79.1% | $14,673-99.3% | $593-82.4% |