Filed October 31, 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 9-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,838 | $101,499-39.1% | $147,005-57.9% | $74,546-17.0% |
| Participation rate | 85.9% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.7pp |
| Annual return | 14.27% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,655 | $3,811-30.3% | $4,934-46.2% | $2,624+1.2% |
| Participant deferral / active EE | $7,529 | $7,304+3.1% | $8,070-6.7% | $4,347+73.2% |
| Admin fee / account holder | $138 | $1,748-92.1% | $13,006-98.9% | $1,944-92.9% |