Filed October 31, 2017
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 5-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,073 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,438 | $82,202-88.5% | $125,339-92.5% | $64,808-85.4% |
| Participation rate | 87.9% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.4pp |
| Annual return | -2.81% | 3.48%-6.3pp | 572.05%-574.9pp | 32.82%-35.6pp |
| Employer contribution / active EE | $283 | $3,615-92.2% | $4,814-94.1% | $2,506-88.7% |
| Participant deferral / active EE | $6,255 | $7,175-12.8% | $7,446-16.0% | $4,310+45.1% |
| Admin fee / account holder | $86 | $163-47.0% | $10,010-99.1% | $188-54.0% |