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 | $19,909 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,886 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,363 | $79,171-47.8% | $102,423-59.6% | $74,495-44.5% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.5pp | 67.2%+25.7pp |
| Annual return | 10.42% | 54.93%-44.5pp | 29.32%-18.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,325 | $2,362-43.9% | $3,023-56.2% | $2,623-49.5% |
| Participant deferral / active EE | $4,188 | $4,415-5.2% | $5,053-17.1% | $4,346-3.6% |
| Admin fee / account holder | $116 | $2,001-94.2% | $9,451-98.8% | $1,942-94.0% |