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 JONES2 years Service code 15 · EIN 43-0345811 | Recordkeeping | $15,290 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,965 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,741 | $96,484-72.3% | $156,263-82.9% | $74,304-64.0% |
| Participation rate | 87.3% | 67.7%+19.6pp | 78.9%+8.4pp | 60.3%+26.9pp |
| Annual return | 13.00% | 17.73%-4.7pp | 59.47%-46.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,976 | $4,286-53.9% | $6,158-67.9% | $3,767-47.5% |
| Admin fee / account holder | $204 | $3,728-94.5% | $14,255-98.6% | $2,969-93.1% |