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 JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $40,960 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,280 |
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 | $39,029 | $42,353-7.8% | $79,550-50.9% | $64,808-39.8% |
| Participation rate | 80.2% | 64.8%+15.4pp | 69.5%+10.7pp | 71.5%+8.7pp |
| Annual return | -15.32% | -12.24%-3.1pp | 0.16%-15.5pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,041 | $1,181-11.8% | $2,413-56.9% | $2,506-58.5% |
| Participant deferral / active EE | $3,549 | $3,170+11.9% | $3,985-11.0% | $4,310-17.7% |
| Admin fee / account holder | $123 | $160-23.1% | $6,832-98.2% | $188-34.6% |