Filed May 2, 2016
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 7-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,289 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 501 MERRITT 7 COPORATE PARK · NORWALK, CT 06851 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,616 | $58,726-30.8% | $92,233-56.0% | $62,292-34.8% |
| Participation rate | 91.5% | 68.3%+23.1pp | 76.5%+15.0pp | 69.5%+21.9pp |
| Annual return | 16.73% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,103 | $2,392-53.9% | $3,679-70.0% | $2,042-46.0% |
| Participant deferral / active EE | $4,558 | $2,766+64.8% | $3,897+17.0% | $3,169+43.8% |
| Admin fee / account holder | $15 | $556-97.2% | $5,194-99.7% | $479-96.8% |