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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $103,254 |
EDWARD JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $60,212 |
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 | $83,743 | $72,254+15.9% | $86,677-3.4% | $64,808+29.2% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | -14.99% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $5,457 | $2,393+128.1% | $2,836+92.4% | $2,506+117.8% |
| Participant deferral / active EE | $5,795 | $4,658+24.4% | $4,656+24.5% | $4,310+34.5% |
| Admin fee / account holder | $237 | $174+36.5% | $7,493-96.8% | $188+26.4% |