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 JONES8 years Service code 15 · EIN 43-0345811 | Recordkeeping | $58,768 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,230 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,898 | $55,416+76.7% | $75,972+28.9% | $77,643+26.1% |
| Participation rate | 66.8% | 63.6%+3.3pp | 69.1%-2.2pp | 70.6%-3.7pp |
| Annual return | 12.42% | 17.07%-4.7pp | 359.55%-347.1pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,692 | $1,788-5.4% | $2,685-37.0% | $2,726-37.9% |
| Participant deferral / active EE | $4,547 | $3,447+31.9% | $4,255+6.8% | $4,647-2.2% |
| Admin fee / account holder | $282 | $414-31.9% | $6,467-95.6% | $430-34.5% |