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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,053 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $5,577 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $48,750-46.8% | $88,946-70.9% | $74,304-65.1% |
| Participation rate | 90.9% | 44.5%+46.4pp | 68.8%+22.0pp | 60.3%+30.5pp |
| Annual return | 16.36% | 25.91%-9.5pp | 57.82%-41.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,695 | $1,255+194.4% | $2,555+44.6% | $2,241+64.9% |
| Participant deferral / active EE | $1,526 | $2,423-37.0% | $4,581-66.7% | $3,767-59.5% |
| Admin fee / account holder | $127 | $3,756-96.6% | $8,261-98.5% | $2,969-95.7% |