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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,599 |
ADP BROKER-DEALER6+ 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 | $112,658 | $85,135+32.3% | $98,907+13.9% | $73,409+53.5% |
| Participation rate | 94.7% | 81.1%+13.6pp | 76.0%+18.7pp | 72.2%+22.5pp |
| Annual return | 24.44% | 19.14%+5.3pp | 196.43%-172.0pp | 59.29%-34.9pp |
| Employer contribution / active EE | $1,153 | $2,721-57.6% | $2,689-57.1% | $2,234-48.4% |
| Participant deferral / active EE | $3,880 | $4,349-10.8% | $4,244-8.6% | $3,805+2.0% |
| Admin fee / account holder | $194 | $139+39.7% | $6,642-97.1% | $158+23.2% |