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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $73,408 |
EDWARD JONES3 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $46,482 |
CARPENTER MORSE GROUP4 years Service code 37 · EIN 81-4636200 | Loan Processing | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,487 | $86,225+8.4% | $146,665-36.3% | $86,799+7.7% |
| Participation rate | 67.6% | 78.0%-10.4pp | 80.1%-12.5pp | 72.3%-4.7pp |
| Annual return | 13.56% | 31.23%-17.7pp | 22.74%-9.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,597 | $4,245+31.8% | $5,506+1.7% | $4,131+35.5% |
| Admin fee / account holder | $649 | $195+232.4% | $10,280-93.7% | $170+282.9% |