Filed October 21, 2022
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,802 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,680 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,531 | $62,928-70.6% | $172,739-89.3% | $67,579-72.6% |
| Participation rate | 96.9% | 64.5%+32.4pp | 82.6%+14.2pp | 71.3%+25.6pp |
| Annual return | 19.08% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $983 | $1,636-39.9% | $5,143-80.9% | $2,148-54.2% |
| Participant deferral / active EE | $1,842 | $2,145-14.1% | $5,198-64.6% | $3,539-48.0% |
| Admin fee / account holder | $57 | $167-65.9% | $13,954-99.6% | $142-60.1% |