Filed April 25, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,192 |
ADP BROKER-DEALER2 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 | $87,570 | $110,094-20.5% | $151,611-42.2% | $68,494+27.8% |
| Participation rate | 88.4% | 84.0%+4.5pp | 87.5%+0.9pp | 67.9%+20.5pp |
| Annual return | -11.04% | -10.12%-0.9pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,092 | $4,471-30.8% | $6,166-49.8% | $2,596+19.1% |
| Participant deferral / active EE | $6,168 | $6,527-5.5% | $8,363-26.2% | $4,027+53.2% |
| Admin fee / account holder | $20 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |