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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,882 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $14,224 |
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $8,835 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $65,312 | $101,499-35.7% | $147,005-55.6% | $74,546-12.4% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 74.96% | 8732.34%-8657.4pp | 418.76%-343.8pp | 1366.03%-1291.1pp |
| Employer contribution / active EE | $4,720 | $3,811+23.8% | $4,934-4.3% | $2,624+79.8% |
| Participant deferral / active EE | $11,252 | $7,304+54.0% | $8,070+39.4% | $4,347+158.8% |
| Admin fee / account holder | $190 | $1,748-89.1% | $13,006-98.5% | $1,944-90.2% |