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 | $25,652 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $22,917 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,040 | $100,923+135.9% | $150,045+58.6% | $74,304+220.4% |
| Participation rate | 93.6% | 70.1%+23.5pp | 82.3%+11.2pp | 60.3%+33.2pp |
| Annual return | 17.87% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $13,371 | $3,463+286.1% | $4,693+184.9% | $2,241+496.6% |
| Participant deferral / active EE | $18,756 | $6,709+179.5% | $7,997+134.5% | $3,767+397.9% |
| Admin fee / account holder | $298 | $2,767-89.2% | $13,435-97.8% | $2,969-90.0% |