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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,368 |
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $30,517 |
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 | $36,927 | $92,971-60.3% | $96,683-61.8% | $74,419-50.4% |
| Participation rate | 94.5% | 71.5%+23.0pp | 74.3%+20.2pp | 70.7%+23.8pp |
| Annual return | 13.67% | 37.49%-23.8pp | 35.69%-22.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,172 | $3,426-65.8% | $3,737-68.6% | $2,637-55.6% |
| Participant deferral / active EE | $5,115 | $3,970+28.8% | $4,878+4.9% | $4,528+13.0% |
| Admin fee / account holder | $257 | $633-59.4% | $6,730-96.2% | $348-26.1% |