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 |
|---|---|---|
EDWARD JONES9+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $10,762 |
ADP BROKER-DEALER9+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,048 |
ADP BROKER-DEALER9+ years Service code 49 | Other Services | $0 |
ADP BROKER-DEALER5 years Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,058 | $91,407-70.4% | $135,903-80.1% | $71,457-62.1% |
| Participation rate | 53.8% | 75.7%-21.9pp | 81.9%-28.1pp | 67.9%-14.2pp |
| Annual return | 19.72% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,653 | $3,703-55.4% | $4,856-66.0% | $2,588-36.1% |
| Participant deferral / active EE | $1,696 | $7,092-76.1% | $7,758-78.1% | $4,289-60.5% |
| Admin fee / account holder | $83 | $1,266-93.4% | $10,762-99.2% | $1,587-94.8% |