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 |
|---|---|---|
Service code 15 · EIN 86-3764754 | Recordkeeping | $28,232 |
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $22,346 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,560 |
ADP BROKER-DEALER4 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 | $33,053 | $106,028-68.8% | $146,958-77.5% | $77,643-57.4% |
| Participation rate | 74.4% | 78.4%-3.9pp | 82.2%-7.7pp | 70.6%+3.9pp |
| Annual return | 18.72% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $2,998 | $4,063-26.2% | $4,933-39.2% | $2,726+10.0% |
| Participant deferral / active EE | $5,963 | $7,990-25.4% | $8,070-26.1% | $4,647+28.3% |
| Admin fee / account holder | $97 | $337-71.3% | $12,998-99.3% | $430-77.5% |