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 |
|---|---|---|
EDWARD JONES11+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $103,873 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $10,579 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,010 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $2,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,908 | $108,549+5.9% | $156,263-26.5% | $85,563+34.3% |
| Participation rate | 96.9% | 77.1%+19.8pp | 78.9%+18.0pp | 66.0%+31.0pp |
| Annual return | 18.02% | 21.79%-3.8pp | 59.47%-41.4pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,873 | $2,690+6.8% | $4,333-33.7% | $2,654+8.3% |
| Participant deferral / active EE | $4,940 | $4,800+2.9% | $6,158-19.8% | $4,375+12.9% |
| Admin fee / account holder | $316 | $650-51.3% | $14,255-97.8% | $834-62.1% |