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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,523 |
EDWARD JONES2+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $11,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,308 | $82,274-77.7% | $152,466-88.0% | $79,386-76.9% |
| Participation rate | 98.1% | 76.4%+21.7pp | 78.2%+19.9pp | 70.7%+27.4pp |
| Annual return | 13.31% | 7959.84%-7946.5pp | 757.33%-744.0pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,159 | $3,613-40.2% | $4,327-50.1% | $2,427-11.1% |
| Participant deferral / active EE | $3,372 | $4,969-32.1% | $5,820-42.1% | $4,046-16.7% |
| Admin fee / account holder | $182 | $632-71.2% | $15,805-98.8% | $626-70.9% |