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 JONES7 years Service code 15 · EIN 43-0345811 | Recordkeeping | $25,474 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,658 |
ADP BROKER-DEALER7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,651 | $102,553-37.9% | $151,611-58.0% | $66,914-4.9% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.5%+8.4pp | 69.8%+26.1pp |
| Annual return | -14.99% | -10.82%-4.2pp | 3.33%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $5,200 | $4,180+24.4% | $6,166-15.7% | $2,544+104.4% |
| Participant deferral / active EE | $1,774 | $6,641-73.3% | $8,363-78.8% | $4,237-58.1% |
| Admin fee / account holder | $159 | $630-74.8% | $11,616-98.6% | $593-73.3% |