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-DEALER8+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,728 |
EDWARD JONES8+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,645 |
ADP BROKER-DEALER8+ years Service code 49 | Other Services | $0 |
ADP BROKER-DEALER4 years Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $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 | $24,584 | $82,664-70.3% | $125,339-80.4% | $68,494-64.1% |
| Participation rate | 81.7% | 75.0%+6.7pp | 82.4%-0.7pp | 67.9%+13.8pp |
| Annual return | -13.07% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,902 | $3,381+74.6% | $4,814+22.6% | $2,596+127.3% |
| Participant deferral / active EE | $3,474 | $6,110-43.2% | $7,446-53.4% | $4,027-13.7% |
| Admin fee / account holder | $155 | $6,275-97.5% | $10,010-98.5% | $5,403-97.1% |