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 7-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 JONES7+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $45,014 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $40,653 | $89,436-54.5% | $164,813-75.3% | $77,643-47.6% |
| Participation rate | 83.2% | 78.6%+4.6pp | 78.6%+4.6pp | 70.6%+12.6pp |
| Annual return | 87.39% | 28.83%+58.6pp | 69.93%+17.5pp | 31.24%+56.2pp |
| Employer contribution / active EE | $1,353 | $2,569-47.3% | $4,341-68.8% | $2,726-50.4% |
| Participant deferral / active EE | $4,229 | $4,897-13.6% | $6,031-29.9% | $4,647-9.0% |
| Admin fee / account holder | $96 | $339-71.7% | $12,690-99.2% | $430-77.6% |