See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,801 |
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,534 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,405 | $43,504-76.1% | $68,793-84.9% | $56,287-81.5% |
| Participation rate | 95.9% | 67.8%+28.0pp | 72.2%+23.7pp | 69.9%+26.0pp |
| Annual return | -4.58% | -3.15%-1.4pp | -4.63%0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,254 | $1,525-17.8% | $2,625-52.2% | $2,111-40.6% |
| Participant deferral / active EE | $1,358 | $2,509-45.9% | $3,311-59.0% | $3,350-59.5% |
| Admin fee / account holder | $76 | $515-85.3% | $5,131-98.5% | $521-85.5% |