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 | $28,304 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,148 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,828 | $56,485-59.6% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 11.33% | 118.04%-106.7pp | 122.05%-110.7pp | 97.91%-86.6pp |
| Employer contribution / active EE | $1,328 | $1,843-27.9% | $5,167-74.3% | $2,405-44.8% |
| Participant deferral / active EE | $2,406 | $2,553-5.8% | $5,568-56.8% | $4,131-41.8% |
| Admin fee / account holder | $75 | $150-50.1% | $16,237-99.5% | $170-55.9% |