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 | $36,267 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $13,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,980 | $119,446-60.7% | $150,045-68.7% | $85,563-45.1% |
| Participation rate | 95.9% | 75.4%+20.5pp | 82.3%+13.6pp | 66.0%+29.9pp |
| Annual return | 23.81% | 23.72%+0.1pp | 62.55%-38.7pp | 31.51%-7.7pp |
| Employer contribution / active EE | $3,081 | $4,078-24.5% | $4,693-34.4% | $2,654+16.1% |
| Participant deferral / active EE | $8,498 | $7,985+6.4% | $7,997+6.3% | $4,375+94.2% |
| Admin fee / account holder | $143 | $548-73.9% | $13,435-98.9% | $834-82.9% |