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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,758 |
EDWARD JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,530 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,675 | $72,137-60.2% | $142,449-79.9% | $71,457-59.9% |
| Participation rate | 74.8% | 71.7%+3.1pp | 76.8%-2.0pp | 67.9%+6.9pp |
| Annual return | 15.62% | 21.15%-5.5pp | 19.99%-4.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,522 | $3,793-7.2% | $4,847-27.4% | $2,588+36.1% |
| Participant deferral / active EE | $5,818 | $5,280+10.2% | $6,283-7.4% | $4,289+35.7% |
| Admin fee / account holder | $315 | $1,433-78.0% | $10,011-96.9% | $1,587-80.2% |