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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,902 |
EDWARD JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,533 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,373 | $64,871-74.8% | $129,110-87.3% | $66,914-75.5% |
| Participation rate | 70.0% | 74.0%-4.0pp | 77.3%-7.3pp | 69.8%+0.2pp |
| Annual return | -15.96% | -12.21%-3.8pp | -10.94%-5.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,187 | $3,741-41.5% | $5,052-56.7% | $2,544-14.0% |
| Participant deferral / active EE | $3,388 | $5,090-33.4% | $6,542-48.2% | $4,237-20.0% |
| Admin fee / account holder | $195 | $629-69.0% | $14,302-98.6% | $593-67.1% |