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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,115 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $7,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,765 | $80,717-7.4% | $154,803-51.7% | $84,808-11.8% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.1pp | 68.3%+27.9pp |
| Annual return | 20.77% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,088 | $2,761+11.8% | $4,305-28.3% | $2,631+17.4% |
| Participant deferral / active EE | $18,457 | $3,303+458.8% | $5,540+233.1% | $4,212+338.2% |
| Admin fee / account holder | $183 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |