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 JONES4+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $5,563 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,065 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,973 | $65,376-57.2% | $87,100-67.9% | $65,185-57.1% |
| Participation rate | 37.9% | 75.3%-37.5pp | 76.9%-39.0pp | 70.2%-32.3pp |
| Annual return | 21.59% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $177 | $1,822-90.3% | $2,521-93.0% | $2,177-91.9% |
| Participant deferral / active EE | $1,680 | $3,388-50.4% | $4,049-58.5% | $3,514-52.2% |
| Admin fee / account holder | $80 | $520-84.6% | $7,497-98.9% | $847-90.5% |