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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,989 |
EDWARD JONES1+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,893 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,165 | $72,554-75.0% | $138,135-86.8% | $73,488-75.3% |
| Participation rate | 95.4% | 74.8%+20.6pp | 78.7%+16.7pp | 70.7%+24.7pp |
| Annual return | 11.13% | 17.50%-6.4pp | 20.51%-9.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,810 | $3,511-48.4% | $5,587-67.6% | $2,270-20.2% |
| Participant deferral / active EE | $4,043 | $4,908-17.6% | $6,431-37.1% | $3,740+8.1% |
| Admin fee / account holder | $239 | $464-48.5% | $11,856-98.0% | $513-53.4% |