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 6-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,342 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,400 | $100,773-63.9% | $88,946-59.1% | $142,382-74.4% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 13.36% | 70.18%-56.8pp | 57.82%-44.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,907 | $2,918+205.3% | $2,555+248.6% | $4,299+107.2% |
| Participant deferral / active EE | $18,681 | $5,230+257.2% | $4,581+307.8% | $6,507+187.1% |
| Admin fee / account holder | $289 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |