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 |
|---|---|---|
Filed as: EDWARD D. JONES & CO. Service code 16 · EIN 43-0345811 | Consulting | $58,000 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $55,160 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $40,445 |
LPL FINANCIAL1 year Service code 16 | Consulting | $11,448 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $208 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,024 | $37,213-56.9% | $156,549-89.8% | $63,975-75.0% |
| Participation rate | 63.1% | 65.0%-1.8pp | 84.0%-20.9pp | 71.1%-8.0pp |
| Annual return | 7.54% | 47.89%-40.3pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,009 | $1,357-25.7% | $5,501-81.7% | $2,182-53.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $56-87.5% | $13,027-99.9% | $70-90.0% |