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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,012 |
EDWARD JONES8+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $29,560 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,597 | $42,353+7.7% | $79,550-42.7% | $64,808-29.6% |
| Participation rate | 96.3% | 64.8%+31.5pp | 69.5%+26.8pp | 71.5%+24.8pp |
| Annual return | -16.13% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $4,002 | $1,181+239.0% | $2,413+65.8% | $2,506+59.7% |
| Participant deferral / active EE | $8,174 | $3,170+157.8% | $3,985+105.1% | $4,310+89.6% |
| Admin fee / account holder | $213 | $160+33.4% | $6,832-96.9% | $188+13.3% |