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 | $140,292 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $20,000 |
Filed as: WAKEFIELD ASSET MANAGEMENT LLLP Service code 15 · EIN 20-8251802 | Recordkeeping | $16,000 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $138,792 | $128,899+7.7% | $113,168+22.6% | $102,872+34.9% |
| Participation rate | 63.8% | 87.0%-23.2pp | 76.6%-12.7pp | 73.0%-9.2pp |
| Annual return | 15.25% | 15.88%-0.6pp | 24.27%-9.0pp | 19.06%-3.8pp |
| Employer contribution / active EE | $3,497 | $3,713-5.8% | $2,975+17.6% | $3,526-0.8% |
| Participant deferral / active EE | $3,923 | $6,787-42.2% | $5,107-23.2% | $5,535-29.1% |
| Admin fee / account holder | $109 | $129-15.4% | $12,068-99.1% | $292-62.6% |