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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,880 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $9,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,397 | $65,561-43.0% | $91,541-59.1% | $74,304-49.7% |
| Participation rate | 97.5% | 56.6%+40.9pp | 69.8%+27.7pp | 60.3%+37.1pp |
| Annual return | 13.10% | 17.68%-4.6pp | 20.50%-7.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,059 | $1,717+19.9% | $2,505-17.8% | $2,241-8.1% |
| Participant deferral / active EE | $3,675 | $2,918+25.9% | $4,008-8.3% | $3,767-2.5% |
| Admin fee / account holder | $166 | $3,333-95.0% | $6,956-97.6% | $2,969-94.4% |