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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,958 | $92,055+74.9% | $106,213+51.5% | $77,643+107.3% |
| Participation rate | 92.9% | 81.0%+11.9pp | 75.3%+17.7pp | 70.6%+22.4pp |
| Annual return | 14.98% | 17.91%-2.9pp | 116.14%-101.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,336 | $3,367+58.5% | $3,171+68.2% | $2,726+95.8% |
| Participant deferral / active EE | $6,209 | $5,386+15.3% | $5,016+23.8% | $4,647+33.6% |
| Admin fee / account holder | $28 | $219-87.4% | $11,033-99.7% | $430-93.6% |