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 |
|---|---|---|
EDWARD JONES3 years Service code 15 · EIN 43-0345811 | Recordkeeping | $112,693 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $102,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,071 | $99,078-3.0% | $96,544-0.5% | $74,419+29.1% |
| Participation rate | 99.5% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 17.87% | 22.48%-4.6pp | 25.84%-8.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,808 | $2,570+126.0% | $2,965+95.9% | $2,637+120.2% |
| Participant deferral / active EE | $6,102 | $4,933+23.7% | $4,851+25.8% | $4,528+34.7% |
| Admin fee / account holder | $311 | $225+38.3% | $8,252-96.2% | $348-10.7% |