See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $18,804 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,962 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,134 | $98,982-47.3% | $162,163-67.9% | $65,185-20.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.14% | 24.84%-4.7pp | 115.59%-95.5pp | 29.38%-9.2pp |
| Employer contribution / active EE | $4,383 | $3,467+26.4% | $5,614-21.9% | $2,177+101.4% |
| Participant deferral / active EE | $1,553 | $5,384-71.2% | $7,298-78.7% | $3,514-55.8% |
| Admin fee / account holder | $122 | $596-79.5% | $10,843-98.9% | $847-85.6% |