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 JONES3+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $27,298 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,150 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | 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 | $56,989 | $155,795-63.4% | $136,294-58.2% | $69,631-18.2% |
| Participation rate | 61.0% | 75.2%-14.3pp | 81.9%-20.9pp | 70.7%-9.7pp |
| Annual return | 18.43% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,344 | $2,991-21.6% | $4,695-50.1% | $2,032+15.3% |
| Participant deferral / active EE | $4,711 | $5,394-12.7% | $6,247-24.6% | $3,224+46.1% |
| Admin fee / account holder | $69 | $128-46.4% | $9,243-99.3% | $110-37.7% |