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 | $30,529 |
EDWARD JONES3 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,962 |
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $9,090 |
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 | $50,335 | $49,138+2.4% | $84,015-40.1% | $65,185-22.8% |
| Participation rate | 82.4% | 60.7%+21.7pp | 69.0%+13.4pp | 70.2%+12.2pp |
| Annual return | 20.09% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $513 | $914-43.9% | $1,983-74.1% | $2,177-76.4% |
| Participant deferral / active EE | $3,797 | $2,397+58.4% | $3,239+17.2% | $3,514+8.1% |
| Admin fee / account holder | $154 | $543-71.6% | $6,101-97.5% | $847-81.8% |