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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,919 |
EDWARD JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $12,187 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,883 | $92,985-65.7% | $153,485-79.2% | $80,856-60.6% |
| Participation rate | 73.5% | 69.0%+4.5pp | 77.1%-3.6pp | 67.6%+5.9pp |
| Annual return | 9.12% | 19.95%-10.8pp | 15.65%-6.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,624 | $3,507-25.2% | $5,039-47.9% | $2,755-4.7% |
| Participant deferral / active EE | $4,691 | $5,178-9.4% | $6,757-30.6% | $4,296+9.2% |
| Admin fee / account holder | $294 | $8,880-96.7% | $12,724-97.7% | $6,918-95.7% |