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 JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $17,328 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,355 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,667 | $79,523-41.3% | $140,016-66.7% | $56,287-17.1% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.1pp |
| Annual return | -5.54% | 2.39%-7.9pp | 651.12%-656.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $3,924 | $3,350+17.1% | $5,606-30.0% | $2,111+85.9% |
| Participant deferral / active EE | $1,431 | $5,129-72.1% | $6,927-79.3% | $3,350-57.3% |
| Admin fee / account holder | $144 | $614-76.5% | $10,705-98.7% | $521-72.3% |