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 JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,265 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,389 |
ADP BROKER-DEALER5+ 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).
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 | $24,643 | $53,777-54.2% | $134,143-81.6% | $79,858-69.1% |
| Participation rate | 76.6% | 58.8%+17.8pp | 72.2%+4.4pp | 69.6%+7.0pp |
| Annual return | 14.17% | 19.01%-4.8pp | 36.33%-22.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,145 | $2,420-11.4% | $3,499-38.7% | $3,740-42.7% |
| Admin fee / account holder | $74 | $3,984-98.2% | $6,684-98.9% | $5,306-98.6% |