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 | $26,317 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $13,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,881 | $100,923-12.9% | $150,045-41.4% | $74,304+18.3% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.3%+5.8pp | 60.3%+27.8pp |
| Annual return | 15.80% | 51.77%-36.0pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,909 | $3,463-44.9% | $4,693-59.3% | $2,241-14.8% |
| Participant deferral / active EE | $9,409 | $6,709+40.2% | $7,997+17.7% | $3,767+149.8% |
| Admin fee / account holder | $259 | $2,767-90.6% | $13,435-98.1% | $2,969-91.3% |