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 JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $6,923 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,626 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,598 | $46,674-47.3% | $117,472-79.1% | $68,494-64.1% |
| Participation rate | 77.9% | 56.8%+21.1pp | 70.6%+7.3pp | 67.9%+10.0pp |
| Annual return | -14.92% | -14.52%-0.4pp | 29.74%-44.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,320 | $2,636-12.0% | $4,070-43.0% | $4,027-42.4% |
| Admin fee / account holder | $107 | $4,020-97.3% | $5,645-98.1% | $5,403-98.0% |