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 JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $31,389 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,469 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $49,375 | $55,214-10.6% | $104,607-52.8% | $73,488-32.8% |
| Participation rate | 97.1% | 67.8%+29.3pp | 74.1%+23.1pp | 70.7%+26.5pp |
| Annual return | 15.87% | 24.79%-8.9pp | 340.46%-324.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,652 | $1,468+80.7% | $2,681-1.1% | $2,270+16.8% |
| Participant deferral / active EE | $10,603 | $2,925+262.6% | $3,740+183.5% | $3,740+183.5% |
| Admin fee / account holder | $121 | $424-71.5% | $6,473-98.1% | $513-76.4% |