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 | $28,955 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,947 |
ADP BROKER-DEALER8+ 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 | $20,931 | $46,292-54.8% | $143,757-85.4% | $64,808-67.7% |
| Participation rate | 96.9% | 64.2%+32.7pp | 80.3%+16.6pp | 71.5%+25.5pp |
| Annual return | -14.77% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,435 | $1,910-24.9% | $4,951-71.0% | $2,506-42.7% |
| Participant deferral / active EE | $2,537 | $2,646-4.1% | $5,637-55.0% | $4,310-41.1% |
| Admin fee / account holder | $72 | $154-53.1% | $14,673-99.5% | $188-61.6% |