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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,745 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $14,501 |
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 | $100,791 | $66,098+52.5% | $101,794-1.0% | $74,304+35.6% |
| Participation rate | 59.1% | 53.8%+5.4pp | 69.2%-10.1pp | 60.3%-1.2pp |
| Annual return | 17.18% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,611 | $1,082+49.0% | $2,289-29.6% | $2,241-28.1% |
| Participant deferral / active EE | $4,892 | $2,781+75.9% | $4,084+19.8% | $3,767+29.9% |
| Admin fee / account holder | $291 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |