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 9-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,155 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $11,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,331 | $42,886-38.6% | $88,946-70.4% | $85,563-69.2% |
| Participation rate | 32.9% | 37.9%-5.1pp | 68.8%-36.0pp | 66.0%-33.1pp |
| Annual return | 19.65% | 44.56%-24.9pp | 57.82%-38.2pp | 31.51%-11.9pp |
| Employer contribution / active EE | $511 | $1,147-55.4% | $2,555-80.0% | $2,654-80.7% |
| Participant deferral / active EE | $2,577 | $2,108+22.2% | $4,581-43.8% | $4,375-41.1% |
| Admin fee / account holder | $168 | $2,263-92.6% | $8,261-98.0% | $834-79.8% |