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 |
|---|---|---|
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $28,448 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,655 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,066 | $45,825-12.6% | $90,645-55.8% | $56,287-28.8% |
| Participation rate | 91.0% | 66.7%+24.3pp | 74.0%+16.9pp | 69.9%+21.1pp |
| Annual return | -6.58% | 38.64%-45.2pp | 1.88%-8.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,894 | $1,372+38.0% | $2,532-25.2% | $2,111-10.3% |
| Participant deferral / active EE | $7,690 | $2,562+200.1% | $3,425+124.6% | $3,350+129.6% |
| Admin fee / account holder | $121 | $413-70.7% | $4,994-97.6% | $521-76.8% |