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 10-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,578 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $8,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,214 | $35,986+22.9% | $77,482-42.9% | $73,488-39.8% |
| Participation rate | 31.2% | 40.8%-9.6pp | 54.2%-23.0pp | 70.7%-39.5pp |
| Annual return | 11.56% | 19.26%-7.7pp | 54.79%-43.2pp | 28.51%-16.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $890 | $1,198-25.7% | $1,861-52.2% | $3,740-76.2% |
| Admin fee / account holder | $218 | $466-53.2% | $2,858-92.4% | $513-57.5% |