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 JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $33,895 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,770 |
ADP BROKER-DEALER3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,252 | $95,274-72.4% | $135,903-80.7% | $74,419-64.7% |
| Participation rate | 78.2% | 78.2%0pp | 81.9%-3.7pp | 70.7%+7.5pp |
| Annual return | 26.89% | 32.77%-5.9pp | 68.23%-41.3pp | 34.38%-7.5pp |
| Employer contribution / active EE | $1,379 | $3,874-64.4% | $4,856-71.6% | $2,637-47.7% |
| Participant deferral / active EE | $6,211 | $7,782-20.2% | $7,758-19.9% | $4,528+37.2% |
| Admin fee / account holder | $74 | $266-72.1% | $10,762-99.3% | $348-78.7% |