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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 JONES10+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $39,515 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,394 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $62 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,692 | $106,028-34.3% | $146,958-52.6% | $77,643-10.2% |
| Participation rate | 32.3% | 78.4%-46.1pp | 82.2%-49.9pp | 70.6%-38.3pp |
| Annual return | 10.37% | 56.73%-46.4pp | 418.34%-408.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,677 | $7,990-28.9% | $8,070-29.7% | $4,647+22.2% |
| Admin fee / account holder | $242 | $337-28.2% | $12,998-98.1% | $430-43.7% |