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 JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $7,912 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,123 |
ADP BROKER-DEALER6+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,697 | $84,936-67.4% | $111,297-75.1% | $79,386-65.1% |
| Participation rate | 58.8% | 75.9%-17.0pp | 77.3%-18.5pp | 70.7%-11.9pp |
| Annual return | 16.35% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $365 | $1,979-81.5% | $2,731-86.6% | $2,427-85.0% |
| Participant deferral / active EE | $2,680 | $3,888-31.1% | $4,487-40.3% | $4,046-33.7% |
| Admin fee / account holder | $77 | $537-85.6% | $7,964-99.0% | $626-87.7% |