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 8-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 | $20,190 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $9,957 |
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 | $86,962 | $86,9440% | $107,525-19.1% | $74,304+17.0% |
| Participation rate | 66.4% | 59.6%+6.9pp | 75.1%-8.7pp | 60.3%+6.1pp |
| Annual return | 16.46% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,164 | $2,757+14.8% | $3,754-15.7% | $2,241+41.2% |
| Participant deferral / active EE | $7,344 | $3,554+106.6% | $5,116+43.6% | $3,767+94.9% |
| Admin fee / account holder | $237 | $3,727-93.6% | $8,919-97.3% | $2,969-92.0% |