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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,127 |
EDWARD JONES10+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $36,734 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,926 | $54,193+18.0% | $93,606-31.7% | $77,643-17.7% |
| Participation rate | 97.2% | 63.9%+33.2pp | 68.7%+28.5pp | 70.6%+26.6pp |
| Annual return | 18.12% | 30.54%-12.4pp | 133.20%-115.1pp | 31.24%-13.1pp |
| Employer contribution / active EE | $4,433 | $1,168+279.5% | $2,420+83.2% | $2,726+62.6% |
| Participant deferral / active EE | $9,941 | $3,144+216.2% | $4,411+125.3% | $4,647+113.9% |
| Admin fee / account holder | $213 | $576-63.1% | $8,285-97.4% | $430-50.6% |