Filed November 16, 2020 (most recent of 2 filings on file)
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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,368 |
Filed as: PCA INVESTMENT ADVISORY SERVICES, I Service code 15 · EIN 59-3766965 | Recordkeeping | $25,116 |
ADP BROKER-DEALER4 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 | $68,614 | $65,435+4.9% | $86,677-20.8% | $66,914+2.5% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.0pp |
| Annual return | -15.35% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,534 | $2,153+17.7% | $2,836-10.7% | $2,544-0.4% |
| Participant deferral / active EE | $6,433 | $4,100+56.9% | $4,656+38.2% | $4,237+51.8% |
| Admin fee / account holder | $223 | $642-65.3% | $7,493-97.0% | $593-62.4% |