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 9-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 | $27,154 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,095 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,590 | $82,202-77.4% | $125,339-85.2% | $64,808-71.3% |
| Participation rate | 75.7% | 77.9%-2.2pp | 82.4%-6.7pp | 71.5%+4.2pp |
| Annual return | 1.91% | 3.48%-1.6pp | 572.05%-570.1pp | 32.82%-30.9pp |
| Employer contribution / active EE | $3,071 | $3,615-15.1% | $4,814-36.2% | $2,506+22.5% |
| Participant deferral / active EE | $5,530 | $7,175-22.9% | $7,446-25.7% | $4,310+28.3% |
| Admin fee / account holder | $66 | $163-59.7% | $10,010-99.3% | $188-65.0% |