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 JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,275 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,484 | $48,570-61.9% | $130,648-85.9% | $72,985-74.7% |
| Participation rate | 76.5% | 58.6%+17.9pp | 71.7%+4.7pp | 69.5%+7.0pp |
| Annual return | 20.94% | 38.63%-17.7pp | 1708.96%-1688.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,558 | $2,384+7.3% | $3,603-29.0% | $3,607-29.1% |
| Admin fee / account holder | $48 | $3,549-98.7% | $5,464-99.1% | $5,124-99.1% |