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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,938 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $14,310 |
ADP BROKER-DEALER11+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,046 | $119,446-49.7% | $150,045-60.0% | $85,563-29.8% |
| Participation rate | 60.7% | 75.4%-14.7pp | 82.3%-21.6pp | 66.0%-5.2pp |
| Annual return | 18.01% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,808 | $4,078-55.7% | $4,693-61.5% | $2,654-31.9% |
| Participant deferral / active EE | $6,318 | $7,985-20.9% | $7,997-21.0% | $4,375+44.4% |
| Admin fee / account holder | $149 | $548-72.8% | $13,435-98.9% | $834-82.1% |