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-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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,335 | $50,982-69.9% | $154,803-90.1% | $85,563-82.1% |
| Participation rate | 96.0% | 59.8%+36.2pp | 78.1%+17.9pp | 66.0%+30.0pp |
| Annual return | 13.09% | 30.35%-17.3pp | 58.88%-45.8pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,432 | $1,708-16.2% | $4,305-66.7% | $2,654-46.0% |
| Participant deferral / active EE | $2,493 | $2,474+0.8% | $5,540-55.0% | $4,375-43.0% |
| Admin fee / account holder | $96 | $846-88.6% | $14,329-99.3% | $834-88.4% |