See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $74,907 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $60,587 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,539 | $88,122-40.4% | $141,162-62.8% | $67,579-22.3% |
| Participation rate | 92.8% | 76.5%+16.3pp | 82.5%+10.3pp | 71.3%+21.5pp |
| Annual return | 30.87% | 75.40%-44.5pp | 71.39%-40.5pp | 378.56%-347.7pp |
| Employer contribution / active EE | $1,797 | $3,224-44.3% | $4,735-62.0% | $2,148-16.3% |
| Participant deferral / active EE | $5,874 | $5,958-1.4% | $6,709-12.4% | $3,539+66.0% |
| Admin fee / account holder | $96 | $131-26.9% | $10,261-99.1% | $142-32.8% |