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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,138 |
Filed as: PCA INVESTMENT ADVISORY SERVICES, I Service code 15 · EIN 59-3766965 | Recordkeeping | $25,019 |
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 | $67,257 | $76,050-11.6% | $96,544-30.3% | $71,457-5.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.6pp | 67.9%+31.6pp |
| Annual return | 17.22% | 22.81%-5.6pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,649 | $2,244+18.0% | $2,965-10.7% | $2,588+2.4% |
| Participant deferral / active EE | $6,064 | $4,215+43.8% | $4,851+25.0% | $4,289+41.4% |
| Admin fee / account holder | $198 | $2,707-92.7% | $8,252-97.6% | $1,587-87.5% |