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 | $0 |
Service code 15 · EIN 27-4360947 | Recordkeeping | $0 |
EDWARD JONES9 years Service code 15 · EIN 43-0345811 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,507 | $44,984-45.5% | $85,009-71.2% | $74,546-67.1% |
| Participation rate | 86.9% | 49.4%+37.5pp | 67.5%+19.4pp | 67.2%+19.7pp |
| Annual return | 9.80% | 26.25%-16.5pp | 66.47%-56.7pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $748 | $1,458-48.7% | $2,728-72.6% | $2,624-71.5% |
| Participant deferral / active EE | $2,427 | $2,733-11.2% | $4,522-46.3% | $4,347-44.2% |
| Admin fee / account holder | $169 | $2,208-92.4% | $6,153-97.3% | $1,944-91.3% |