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 JONES8 years Service code 15 · EIN 43-0345811 | Recordkeeping | $62,774 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,836 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,574 | $106,028-30.6% | $146,958-49.9% | $77,643-5.2% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 15.54% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $7,011 | $4,063+72.6% | $4,933+42.1% | $2,726+157.2% |
| Participant deferral / active EE | $15,120 | $7,990+89.2% | $8,070+87.4% | $4,647+225.4% |
| Admin fee / account holder | $160 | $337-52.7% | $12,998-98.8% | $430-62.9% |