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 JONES9 years Service code 15 · EIN 43-0345811 | Recordkeeping | $29,957 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,561 |
ADP BROKER-DEALER9 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 | $79,539 | $122,239-34.9% | $184,203-56.8% | $74,495+6.8% |
| Participation rate | 92.7% | 85.5%+7.2pp | 86.8%+5.9pp | 67.2%+25.5pp |
| Annual return | 12.14% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,213 | $4,537+36.9% | $6,427-3.3% | $2,623+136.9% |
| Participant deferral / active EE | $1,876 | $7,139-73.7% | $9,131-79.5% | $4,346-56.8% |
| Admin fee / account holder | $161 | $1,260-87.2% | $13,901-98.8% | $1,942-91.7% |