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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,180 |
ADP BROKER-DEALER2 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 | $75,136 | $91,538-17.9% | $129,995-42.2% | $75,1630% |
| Participation rate | 92.9% | 71.4%+21.5pp | 78.5%+14.5pp | 67.2%+25.7pp |
| Annual return | 16.12% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,814 | $2,845+69.2% | $4,320+11.4% | $2,670+80.3% |
| Participant deferral / active EE | $5,954 | $4,341+37.1% | $5,820+2.3% | $4,125+44.3% |
| Admin fee / account holder | $39 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |