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 | $36,127 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,671 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,131 |
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 | $73,364 | $44,642+64.3% | $91,220-19.6% | $66,914+9.6% |
| Participation rate | 97.7% | 64.9%+32.8pp | 73.2%+24.5pp | 69.8%+27.9pp |
| Annual return | -15.68% | -12.29%-3.4pp | 114.01%-129.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,449 | $1,706+43.5% | $2,850-14.1% | $2,544-3.8% |
| Participant deferral / active EE | $10,454 | $3,349+212.2% | $4,234+146.9% | $4,237+146.7% |
| Admin fee / account holder | $240 | $521-53.9% | $5,420-95.6% | $593-59.5% |