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 | $19,652 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,059 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,966 | $86,944-64.4% | $107,525-71.2% | $74,304-58.3% |
| Participation rate | 91.2% | 59.6%+31.6pp | 75.1%+16.1pp | 60.3%+30.8pp |
| Annual return | 14.16% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,084 | $2,757-60.7% | $3,754-71.1% | $2,241-51.6% |
| Participant deferral / active EE | $5,078 | $3,554+42.9% | $5,116-0.7% | $3,767+34.8% |
| Admin fee / account holder | $265 | $3,727-92.9% | $8,919-97.0% | $2,969-91.1% |