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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,069 |
STRATEGIC PLAN SERVICES1 year Service code 15 · EIN 81-4734347 | Recordkeeping | $6,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $54,193-47.8% | $93,654-69.8% | $77,671-63.6% |
| Participation rate | 26.0% | 63.9%-38.0pp | 68.7%-42.8pp | 70.6%-44.6pp |
| Annual return | 12.20% | 30.54%-18.3pp | 133.34%-121.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $649 | $1,168-44.5% | $2,421-73.2% | $2,726-76.2% |
| Participant deferral / active EE | $1,181 | $3,144-62.4% | $4,413-73.2% | $4,648-74.6% |
| Admin fee / account holder | $188 | $576-67.3% | $8,282-97.7% | $430-56.3% |