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 9-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 | $9,441 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,092 |
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 | $18,287 | $26,549-31.1% | $61,373-70.2% | $66,914-72.7% |
| Participation rate | 51.0% | 38.1%+12.9pp | 52.6%-1.6pp | 69.8%-18.8pp |
| Annual return | -16.27% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,025 | $651+210.9% | $1,159+74.7% | $2,544-20.4% |
| Participant deferral / active EE | $1,120 | $1,338-16.3% | $2,125-47.3% | $4,237-73.6% |
| Admin fee / account holder | $156 | $409-61.9% | $2,130-92.7% | $593-73.7% |