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 | $150,541-36.1% | $145,433-33.8% | $103,975-7.5% |
| Participation rate | 68.1% | 81.1%-13.1pp | 82.1%-14.1pp | 72.5%-4.5pp |
| Annual return | 24.21% | 20.73%+3.5pp | 66.58%-42.4pp | 19.41%+4.8pp |
| Employer contribution / active EE | $2,836 | $5,177-45.2% | $4,554-37.7% | $3,722-23.8% |
| Participant deferral / active EE | $6,580 | $9,456-30.4% | $7,897-16.7% | $5,343+23.2% |
| Admin fee / account holder | $202 | $165+22.8% | $13,129-98.5% | $332-39.1% |