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 3-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 | $33,955 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $17,870 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,232 |
DAVID ROMANO1 year Filed as: DAVID L. BUCK Service code 15 · EIN 55-5836659 | Recordkeeping | $8,500 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,947 | $109,881+19.2% | $150,045-12.7% | $84,808+54.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,811 | $3,561+63.2% | $4,693+23.8% | $2,631+120.9% |
| Participant deferral / active EE | $9,312 | $6,636+40.3% | $7,997+16.4% | $4,212+121.1% |
| Admin fee / account holder | $580 | $8,568-93.2% | $13,435-95.7% | $7,344-92.1% |