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 | $15,657 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,982 | $159,934-58.7% | $147,005-55.1% | $145,959-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 98.24%-84.2pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $8,503 | $5,287+60.8% | $4,934+72.3% | $4,661+82.4% |
| Participant deferral / active EE | $33,258 | $8,427+294.7% | $8,070+312.1% | $6,689+397.2% |
| Admin fee / account holder | $214 | $15,053-98.6% | $13,006-98.4% | $13,398-98.4% |