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 8-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 JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $25,673 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,506 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $33,738 | $50,982-33.8% | $154,803-78.2% | $85,563-60.6% |
| Participation rate | 95.6% | 59.8%+35.8pp | 78.1%+17.5pp | 66.0%+29.6pp |
| Annual return | 20.13% | 30.35%-10.2pp | 58.88%-38.8pp | 31.51%-11.4pp |
| Employer contribution / active EE | $2,596 | $1,708+52.0% | $4,305-39.7% | $2,654-2.2% |
| Participant deferral / active EE | $4,658 | $2,474+88.2% | $5,540-15.9% | $4,375+6.5% |
| Admin fee / account holder | $142 | $846-83.2% | $14,329-99.0% | $834-83.0% |