Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $23,973 |
EDWARD JONES4 years Service code 15 · EIN 43-0345811 1240 LIBERTY STREET · FRANKLIN, PA 16323 | Recordkeeping | $11,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,335 | $46,464-67.0% | $150,298-89.8% | $79,634-80.7% |
| Participation rate | 96.0% | 57.0%+39.0pp | 77.8%+18.2pp | 62.5%+33.5pp |
| Annual return | 13.09% | 27.89%-14.8pp | 62.79%-49.7pp | 36.46%-23.4pp |
| Employer contribution / active EE | $1,432 | $1,512-5.2% | $4,154-65.5% | $2,529-43.4% |
| Participant deferral / active EE | $2,493 | $2,157+15.6% | $5,453-54.3% | $3,835-35.0% |
| Admin fee / account holder | $96 | $891-89.2% | $14,116-99.3% | $1,002-90.4% |