Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 employees
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,350 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,204 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,047 | $65,061-24.6% | $143,757-65.9% | $66,914-26.7% |
| Participation rate | 95.6% | 65.2%+30.4pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -14.21% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $6,291 | $2,361+166.5% | $4,951+27.1% | $2,544+147.3% |
| Participant deferral / active EE | $4,452 | $2,919+52.5% | $5,637-21.0% | $4,237+5.1% |
| Admin fee / account holder | $237 | $502-52.9% | $14,673-98.4% | $593-60.1% |