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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,376 |
EDWARD JONES6 years Service code 15 · EIN 43-0345811 | Recordkeeping | $36,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,578 | $82,917-49.9% | $103,333-59.8% | $77,643-46.4% |
| Participation rate | 89.9% | 71.6%+18.3pp | 74.5%+15.4pp | 70.6%+19.3pp |
| Annual return | 12.06% | 19.13%-7.1pp | 24.88%-12.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,250 | $3,552-64.8% | $3,868-67.7% | $2,726-54.1% |
| Participant deferral / active EE | $5,560 | $4,108+35.3% | $5,057+9.9% | $4,647+19.6% |
| Admin fee / account holder | $289 | $638-54.8% | $8,355-96.5% | $430-33.0% |