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 |
|---|---|---|
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $50,137 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,763 | $54,193-22.9% | $93,606-55.4% | $77,643-46.2% |
| Participation rate | 85.8% | 63.9%+21.9pp | 68.7%+17.1pp | 70.6%+15.2pp |
| Annual return | 14.84% | 30.54%-15.7pp | 133.20%-118.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,046 | $1,168-10.4% | $2,420-56.8% | $2,726-61.6% |
| Participant deferral / active EE | $3,858 | $3,144+22.7% | $4,411-12.5% | $4,647-17.0% |
| Admin fee / account holder | $121 | $576-79.0% | $8,285-98.5% | $430-71.9% |