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 JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,949 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,294 | $79,428-43.0% | $106,548-57.5% | $79,386-42.9% |
| Participation rate | 69.1% | 74.1%-5.0pp | 76.1%-7.0pp | 70.7%-1.6pp |
| Annual return | 15.70% | 18.27%-2.6pp | 26.80%-11.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,654 | $3,823-30.6% | $4,398-39.7% | $4,046-34.4% |
| Admin fee / account holder | $272 | $523-48.0% | $7,407-96.3% | $626-56.6% |