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 5-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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $15,169 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $7,868 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,872 | $89,248-78.9% | $136,007-86.1% | $74,495-74.7% |
| Participation rate | 96.7% | 69.4%+27.3pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 12.22% | 22.76%-10.5pp | 579.32%-567.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,474 | $2,838-12.8% | $4,217-41.3% | $2,623-5.7% |
| Participant deferral / active EE | $5,789 | $4,598+25.9% | $7,025-17.6% | $4,346+33.2% |
| Admin fee / account holder | $136 | $1,545-91.2% | $6,858-98.0% | $1,942-93.0% |