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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,855 |
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $17,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,759 | $30,086-27.7% | $61,373-64.5% | $64,808-66.4% |
| Participation rate | 19.8% | 36.4%-16.6pp | 52.6%-32.8pp | 71.5%-51.7pp |
| Annual return | -17.62% | -13.99%-3.6pp | 338.61%-356.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $550 | $536+2.6% | $1,159-52.5% | $2,506-78.0% |
| Participant deferral / active EE | $1,020 | $1,126-9.4% | $2,125-52.0% | $4,310-76.3% |
| Admin fee / account holder | $186 | $148+25.2% | $2,130-91.3% | $188-1.2% |