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 | $29,436 |
EDWARD JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $19,462 |
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 | $26,126 | $30,147-13.3% | $58,482-55.3% | $80,160-67.4% |
| Participation rate | 14.3% | 34.4%-20.1pp | 50.9%-36.5pp | 72.9%-58.6pp |
| Annual return | 17.11% | 21.97%-4.9pp | 4239.32%-4222.2pp | 40.38%-23.3pp |
| Employer contribution / active EE | $430 | $528-18.4% | $1,053-59.1% | $2,978-85.5% |
| Participant deferral / active EE | $831 | $1,249-33.4% | $1,924-56.8% | $5,017-83.4% |
| Admin fee / account holder | $179 | $195-8.0% | $2,516-92.9% | $145+23.6% |