See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,929 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $8,265 |
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).
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 | $3,823 | $42,886-91.1% | $88,946-95.7% | $85,563-95.5% |
| Participation rate | 79.8% | 37.9%+41.9pp | 68.8%+11.0pp | 66.0%+13.8pp |
| Annual return | 39.29% | 44.56%-5.3pp | 57.82%-18.5pp | 31.51%+7.8pp |
| Employer contribution / active EE | $1,782 | $1,147+55.3% | $2,555-30.3% | $2,654-32.9% |
| Participant deferral / active EE | $3,711 | $2,108+76.1% | $4,581-19.0% | $4,375-15.2% |
| Admin fee / account holder | $70 | $2,263-96.9% | $8,261-99.2% | $834-91.6% |