Filed February 28, 2022 (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 4-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,407 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,534 | $84,784+76.4% | $98,439+51.9% | $74,419+100.9% |
| Participation rate | 93.7% | 81.5%+12.2pp | 75.2%+18.6pp | 70.7%+23.0pp |
| Annual return | 17.71% | 20.59%-2.9pp | 21.16%-3.4pp | 34.38%-16.7pp |
| Employer contribution / active EE | $5,670 | $3,364+68.5% | $3,048+86.0% | $2,637+115.0% |
| Participant deferral / active EE | $5,920 | $5,218+13.5% | $4,738+25.0% | $4,528+30.7% |
| Admin fee / account holder | $23 | $204-88.7% | $8,948-99.7% | $348-93.4% |