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 JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $9,620 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,615 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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).
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 | $15,258 | $98,982-84.6% | $162,163-90.6% | $65,185-76.6% |
| Participation rate | 90.7% | 85.8%+5.0pp | 87.6%+3.2pp | 70.2%+20.5pp |
| Annual return | 22.38% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $606 | $3,467-82.5% | $5,614-89.2% | $2,177-72.1% |
| Participant deferral / active EE | $4,854 | $5,384-9.9% | $7,298-33.5% | $3,514+38.1% |
| Admin fee / account holder | $71 | $596-88.1% | $10,843-99.3% | $847-91.6% |