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 | $29,385 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,953 |
ADP BROKER-DEALER9+ 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 | $23,140 | $47,126-50.9% | $149,673-84.5% | $74,419-68.9% |
| Participation rate | 98.3% | 63.4%+34.9pp | 78.8%+19.5pp | 70.7%+27.6pp |
| Annual return | 15.18% | 22.75%-7.6pp | 134.42%-119.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,446 | $1,905-24.1% | $4,818-70.0% | $2,637-45.2% |
| Participant deferral / active EE | $2,507 | $2,728-8.1% | $5,680-55.9% | $4,528-44.6% |
| Admin fee / account holder | $70 | $343-79.5% | $13,210-99.5% | $348-79.8% |