Filed April 20, 2015
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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $40,551 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,404 | $54,672+65.4% | $80,019+13.0% | - |
| Participation rate | 93.2% | 65.0%+28.2pp | 75.8%+17.3pp | - |
| Annual return | -1.34% | -8.02%+6.7pp | 11.22%-12.6pp | - |
| Employer contribution / active EE | $833 | $1,529-45.5% | $2,468-66.3% | - |
| Participant deferral / active EE | $4,051 | $2,794+45.0% | $3,686+9.9% | - |
| Admin fee / account holder | $145 | $4,207-96.5% | $6,521-97.8% | - |