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 | $24,380 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,031 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,349 | $130,194-45.2% | $169,993-58.0% | $71,457-0.2% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.0%+9.2pp | 67.9%+28.3pp |
| Annual return | 16.97% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $5,789 | $4,381+32.1% | $6,785-14.7% | $2,588+123.7% |
| Participant deferral / active EE | $1,784 | $6,923-74.2% | $10,408-82.9% | $4,289-58.4% |
| Admin fee / account holder | $141 | $966-85.4% | $12,815-98.9% | $1,587-91.1% |