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 JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $11,004 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,580 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $26,327 | $73,004-63.9% | $90,749-71.0% | $68,494-61.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.14% | -13.81%-2.3pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,911 | $2,193+124.0% | $2,921+68.1% | $2,596+89.2% |
| Participant deferral / active EE | $4,916 | $3,627+35.6% | $4,564+7.7% | $4,027+22.1% |
| Admin fee / account holder | $78 | $5,896-98.7% | $8,445-99.1% | $5,403-98.6% |