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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,053 |
EDWARD JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,899 | $63,442-62.3% | $68,791-65.3% | $66,914-64.3% |
| Participation rate | 49.5% | 60.0%-10.5pp | 69.0%-19.5pp | 69.8%-20.3pp |
| Annual return | -16.07% | -8.29%-7.8pp | -6.38%-9.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,451 | $1,775-18.3% | $2,655-45.4% | $2,544-43.0% |
| Participant deferral / active EE | $2,302 | $2,945-21.8% | $3,941-41.6% | $4,237-45.7% |
| Admin fee / account holder | $184 | $577-68.1% | $4,932-96.3% | $593-69.0% |