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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,198 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER -DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 2 PIDGEON HILL DRIVE STE 500 · POTOMIC FALLS, VA 20165 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,852 | $34,495-59.8% | $78,689-82.4% | $63,975-78.3% |
| Participation rate | 19.4% | 60.8%-41.4pp | 73.6%-54.2pp | 71.1%-51.7pp |
| Annual return | 10.01% | 11.62%-1.6pp | 62.18%-52.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $409 | $1,398-70.7% | $2,851-85.6% | $2,182-81.2% |
| Participant deferral / active EE | $277 | $2,100-86.8% | $3,517-92.1% | $3,356-91.7% |
| Admin fee / account holder | $42 | $68-38.9% | $4,510-99.1% | $70-41.0% |