Filed April 25, 2025
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,186 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $13,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,732 | $50,982-55.4% | $154,803-85.3% | $85,563-73.4% |
| Participation rate | 35.5% | 59.8%-24.3pp | 78.1%-42.6pp | 66.0%-30.5pp |
| Annual return | 9.36% | 30.35%-21.0pp | 58.88%-49.5pp | 31.51%-22.2pp |
| Employer contribution / active EE | $622 | $1,708-63.6% | $4,305-85.6% | $2,654-76.6% |
| Participant deferral / active EE | $1,348 | $2,474-45.5% | $5,540-75.7% | $4,375-69.2% |
| Admin fee / account holder | $117 | $846-86.2% | $14,329-99.2% | $834-86.0% |