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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,711 |
EDWARD JONES4 years Service code 15 · EIN 43-0345811 | Recordkeeping | $30,268 |
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 | $34,048 | $106,236-68.0% | $112,228-69.7% | $64,808-47.5% |
| Participation rate | 88.3% | 71.7%+16.7pp | 75.1%+13.3pp | 71.5%+16.9pp |
| Annual return | -12.44% | -6.02%-6.4pp | 27.45%-39.9pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,104 | $3,166-65.1% | $3,635-69.6% | $2,506-55.9% |
| Participant deferral / active EE | $4,653 | $3,785+22.9% | $4,728-1.6% | $4,310+8.0% |
| Admin fee / account holder | $277 | $452-38.6% | $6,410-95.7% | $188+47.5% |