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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,210 |
EDWARD JONES9+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $33,304 |
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 | $55,290 | $53,165+4.0% | $86,188-35.8% | $74,419-25.7% |
| Participation rate | 97.5% | 64.9%+32.6pp | 69.0%+28.5pp | 70.7%+26.8pp |
| Annual return | 21.59% | 22.64%-1.1pp | 1168.45%-1146.9pp | 34.38%-12.8pp |
| Employer contribution / active EE | $4,307 | $1,210+256.0% | $2,380+80.9% | $2,637+63.3% |
| Participant deferral / active EE | $8,917 | $3,234+175.7% | $3,985+123.7% | $4,528+96.9% |
| Admin fee / account holder | $198 | $551-64.0% | $6,852-97.1% | $348-43.0% |