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 | $51,299 |
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $21,345 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,793 | $106,110-87.9% | $147,005-91.3% | $77,671-83.5% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.1pp | 70.6%+17.6pp |
| Annual return | 11.54% | 56.77%-45.2pp | 418.76%-407.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $5,697 | $4,065+40.2% | $4,934+15.5% | $2,726+109.0% |
| Participant deferral / active EE | $1,207 | $7,992-84.9% | $8,070-85.0% | $4,648-74.0% |
| Admin fee / account holder | $166 | $338-50.8% | $13,006-98.7% | $430-61.4% |