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 JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $30,494 |
Service code 15 · EIN 35-2119569 | Recordkeeping | $17,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,107 |
ADP BROKER-DEALER6+ 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.
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 | $26,368 | $111,608-76.4% | $177,821-85.2% | $73,409-64.1% |
| Participation rate | 93.1% | 87.9%+5.2pp | 87.7%+5.4pp | 72.2%+20.9pp |
| Annual return | 16.21% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $609 | $3,796-83.9% | $5,918-89.7% | $2,234-72.7% |
| Participant deferral / active EE | $5,740 | $6,199-7.4% | $7,714-25.6% | $3,805+50.8% |
| Admin fee / account holder | $231 | $166+39.7% | $12,427-98.1% | $158+46.5% |