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 JONES5+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $6,311 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
ADP BROKER-DEALER5+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,448 | $73,638-57.3% | $95,952-67.2% | $73,488-57.2% |
| Participation rate | 41.5% | 76.2%-34.7pp | 77.1%-35.6pp | 70.7%-29.2pp |
| Annual return | 16.27% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $207 | $1,863-88.9% | $2,541-91.9% | $2,270-90.9% |
| Participant deferral / active EE | $2,042 | $3,617-43.5% | $4,167-51.0% | $3,740-45.4% |
| Admin fee / account holder | $75 | $482-84.4% | $6,795-98.9% | $513-85.4% |