Filed December 18, 2024
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,602 |
ADP BROKER-DEALER1 year 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 | $50,669 | $81,900-38.1% | $119,609-57.6% | $68,494-26.0% |
| Participation rate | 91.1% | 71.9%+19.2pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -15.20% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,426 | $2,693+175.7% | $4,232+75.5% | $2,596+186.0% |
| Participant deferral / active EE | $5,164 | $4,148+24.5% | $5,602-7.8% | $4,027+28.2% |
| Admin fee / account holder | $20 | $6,582-99.7% | $10,323-99.8% | $5,403-99.6% |