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 | $23,389 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,557 |
ADP BROKER-DEALER6+ 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 | $19,477 | $52,293-62.8% | $178,490-89.1% | $73,409-73.5% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.8pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,023 | $1,735-41.0% | $5,011-79.6% | $2,234-54.2% |
| Participant deferral / active EE | $1,962 | $2,332-15.9% | $5,202-62.3% | $3,805-48.4% |
| Admin fee / account holder | $54 | $127-57.5% | $13,984-99.6% | $158-65.7% |