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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $114,032 |
EDWARD JONES11+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $96,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,225 | $145,877-34.0% | $150,045-35.9% | $102,872-6.5% |
| Participation rate | 68.1% | 79.8%-11.8pp | 82.3%-14.3pp | 73.0%-5.0pp |
| Annual return | 24.21% | 21.37%+2.8pp | 62.55%-38.3pp | 19.06%+5.2pp |
| Employer contribution / active EE | $2,836 | $4,710-39.8% | $4,693-39.6% | $3,526-19.6% |
| Participant deferral / active EE | $6,580 | $9,491-30.7% | $7,997-17.7% | $5,535+18.9% |
| Admin fee / account holder | $202 | $176+15.0% | $13,435-98.5% | $292-30.8% |