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 |
|---|---|---|
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $14,342 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,946 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $38,235 | $66,098-42.2% | $101,794-62.4% | $74,304-48.5% |
| Participation rate | 86.3% | 53.8%+32.5pp | 69.2%+17.1pp | 60.3%+26.0pp |
| Annual return | 15.14% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $267 | $1,082-75.3% | $2,289-88.3% | $2,241-88.1% |
| Participant deferral / active EE | $3,344 | $2,781+20.2% | $4,084-18.1% | $3,767-11.2% |
| Admin fee / account holder | $110 | $4,146-97.4% | $8,777-98.8% | $2,969-96.3% |