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-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $21,793 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,966 | $87,870+32.0% | $113,168+2.5% | $74,304+56.1% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.5pp | 60.3%+36.7pp |
| Annual return | 16.48% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,400 | $2,277+5.4% | $2,975-19.3% | $2,241+7.1% |
| Participant deferral / active EE | $5,108 | $4,241+20.5% | $5,1070% | $3,767+35.6% |
| Admin fee / account holder | $224 | $3,368-93.3% | $12,068-98.1% | $2,969-92.4% |