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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,125 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 1250 S PINE ISLAND ROAD · PLANTATION, FL 33324 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,111 | $80,177-37.5% | $123,892-59.6% | $57,658-13.1% |
| Participation rate | 56.1% | 74.4%-18.4pp | 81.4%-25.4pp | 70.2%-14.2pp |
| Annual return | 10.14% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,072 | $2,913-28.9% | $4,617-55.1% | $1,974+5.0% |
| Participant deferral / active EE | $4,072 | $5,130-20.6% | $5,984-32.0% | $3,061+33.0% |
| Admin fee / account holder | $14 | $106-86.5% | $8,357-99.8% | $95-84.8% |