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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $187,625 |
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $82,319 |
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 | $32,452 | $112,623-71.2% | $106,201-69.4% | $199,768-83.8% |
| Participation rate | 93.9% | 86.2%+7.6pp | 75.3%+18.6pp | 72.0%+21.9pp |
| Annual return | 17.12% | 15.57%+1.5pp | 116.26%-99.1pp | 34.26%-17.1pp |
| Employer contribution / active EE | $2,200 | $4,575-51.9% | $3,170-30.6% | $3,037-27.5% |
| Participant deferral / active EE | $3,889 | $6,659-41.6% | $5,012-22.4% | $5,090-23.6% |
| Admin fee / account holder | $176 | $107+64.1% | $11,039-98.4% | $269-34.7% |