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 |
|---|---|---|
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $11,385 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,770 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,080 | $80,753-56.6% | $136,294-74.3% | $62,292-43.7% |
| Participation rate | 61.4% | 73.5%-12.2pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 50.72% | 35.83%+14.9pp | 5155.94%-5105.2pp | 28.90%+21.8pp |
| Employer contribution / active EE | $598 | $2,884-79.3% | $4,695-87.3% | $2,042-70.7% |
| Participant deferral / active EE | $6,837 | $5,164+32.4% | $6,247+9.4% | $3,169+115.8% |
| Admin fee / account holder | $68 | $525-87.0% | $9,243-99.3% | $479-85.8% |