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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,173 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $61,043 |
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 | $104,356 | $185,342-43.7% | $111,297-6.2% | $86,799+20.2% |
| Participation rate | 99.6% | 81.0%+18.7pp | 77.3%+22.3pp | 72.3%+27.4pp |
| Annual return | 13.11% | 500.80%-487.7pp | 54.65%-41.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $4,373 | $2,246+94.7% | $2,731+60.1% | $2,405+81.8% |
| Participant deferral / active EE | $5,510 | $4,458+23.6% | $4,487+22.8% | $4,131+33.4% |
| Admin fee / account holder | $242 | $255-5.2% | $7,964-97.0% | $170+42.8% |