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-DEALER7+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,623 |
EDWARD JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,523 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST - TRUSTEE Service code 21 | Bank Trustee | $55 |
ADP BROKER-DEALER7+ years Service code 49 | Other Services | $0 |
ADP BROKER-DEALER3 years Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,721 | $104,475-79.2% | $159,436-86.4% | $79,386-72.6% |
| Participation rate | 93.3% | 76.6%+16.7pp | 82.8%+10.5pp | 70.7%+22.6pp |
| Annual return | 13.21% | 67.95%-54.7pp | 263.57%-250.4pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,905 | $3,417+43.5% | $4,829+1.6% | $2,427+102.0% |
| Participant deferral / active EE | $1,922 | $6,467-70.3% | $7,352-73.9% | $4,046-52.5% |
| Admin fee / account holder | $104 | $711-85.4% | $10,799-99.0% | $626-83.4% |