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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,799 |
EDWARD JONES1 year Service code 15 · EIN 43-0345811 | Recordkeeping | $9,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,097 | $44,873-70.8% | $79,464-83.5% | $56,287-76.7% |
| Participation rate | 94.1% | 68.7%+25.3pp | 73.3%+20.7pp | 69.9%+24.2pp |
| Annual return | -5.83% | 0.81%-6.6pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $461 | $2,140-78.4% | $2,800-83.5% | $2,111-78.1% |
| Participant deferral / active EE | $3,408 | $2,746+24.1% | $3,704-8.0% | $3,350+1.7% |
| Admin fee / account holder | $203 | $418-51.6% | $5,113-96.0% | $521-61.1% |