See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,623 |
EDWARD JONES2 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,537 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,774 | $42,548+0.5% | $74,550-42.6% | $56,287-24.0% |
| Participation rate | 86.6% | 60.5%+26.1pp | 69.1%+17.4pp | 69.9%+16.7pp |
| Annual return | -7.00% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $557 | $855-34.9% | $1,961-71.6% | $2,111-73.6% |
| Participant deferral / active EE | $3,800 | $2,277+66.9% | $3,108+22.3% | $3,350+13.4% |
| Admin fee / account holder | $161 | $467-65.5% | $5,060-96.8% | $521-69.0% |