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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,375 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,714 | $93,131+35.0% | $106,548+18.0% | $86,799+44.8% |
| Participation rate | 94.5% | 81.4%+13.1pp | 76.1%+18.4pp | 72.3%+22.2pp |
| Annual return | 17.37% | 19.45%-2.1pp | 26.80%-9.4pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,059 | $2,895-28.9% | $2,819-26.9% | $2,405-14.4% |
| Participant deferral / active EE | $4,702 | $4,708-0.1% | $4,398+6.9% | $4,131+13.8% |
| Admin fee / account holder | $216 | $145+48.7% | $7,407-97.1% | $170+27.3% |