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 JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $14,827 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,178 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,429 | $76,050-62.6% | $96,544-70.6% | $71,457-60.2% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.1pp | 67.9%+25.1pp |
| Annual return | 10.87% | 22.81%-11.9pp | 25.84%-15.0pp | 28.85%-18.0pp |
| Employer contribution / active EE | $761 | $2,244-66.1% | $2,965-74.3% | $2,588-70.6% |
| Participant deferral / active EE | $2,447 | $4,215-42.0% | $4,851-49.6% | $4,289-42.9% |
| Admin fee / account holder | $157 | $2,707-94.2% | $8,252-98.1% | $1,587-90.1% |