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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,104 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,958 |
ADP BROKER-DEALER9+ 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 | $73,862 | $55,415+33.3% | $155,509-52.5% | $74,495-0.8% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 16.66% | 268.50%-251.8pp | 64.67%-48.0pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $7,895 | $2,267+248.2% | $4,672+69.0% | $2,623+201.0% |
| Participant deferral / active EE | $5,242 | $2,836+84.8% | $5,626-6.8% | $4,346+20.6% |
| Admin fee / account holder | $262 | $1,738-84.9% | $15,912-98.4% | $1,942-86.5% |