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 6-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,868 |
EDWARD JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $33,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,264 | $44,960-1.5% | $84,966-47.9% | $74,495-40.6% |
| Participation rate | 78.1% | 49.4%+28.7pp | 67.5%+10.6pp | 67.2%+10.9pp |
| Annual return | 16.66% | 26.24%-9.6pp | 66.38%-49.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,628 | $1,457+149.0% | $2,727+33.0% | $2,623+38.3% |
| Participant deferral / active EE | $7,030 | $2,731+157.4% | $4,519+55.6% | $4,346+61.8% |
| Admin fee / account holder | $397 | $2,209-82.0% | $6,149-93.5% | $1,942-79.6% |