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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,138 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $10,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,277 | $99,957-44.7% | $149,696-63.1% | $73,488-24.8% |
| Participation rate | 66.0% | 75.7%-9.7pp | 82.5%-16.5pp | 70.7%-4.7pp |
| Annual return | 119.00% | 53.87%+65.1pp | 276.60%-157.6pp | 28.51%+90.5pp |
| Employer contribution / active EE | $2,519 | $3,191-21.1% | $4,644-45.8% | $2,270+11.0% |
| Participant deferral / active EE | $4,929 | $6,073-18.8% | $6,842-28.0% | $3,740+31.8% |
| Admin fee / account holder | $230 | $551-58.3% | $9,309-97.5% | $513-55.2% |