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 | $63,904-41.5% | $89,340-58.1% | $67,986-45.0% |
| Participation rate | 97.5% | 54.3%+43.1pp | 69.6%+27.9pp | 57.2%+40.3pp |
| Annual return | 13.10% | 18.09%-5.0pp | 20.57%-7.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $2,059 | $1,627+26.5% | $2,231-7.7% | $2,019+2.0% |
| Participant deferral / active EE | $3,675 | $2,691+36.6% | $3,823-3.9% | $3,358+9.4% |
| Admin fee / account holder | $166 | $3,315-95.0% | $6,704-97.5% | $3,203-94.8% |