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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $75,473 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,185 | $81,908+15.0% | $90,749+3.8% | $64,808+45.3% |
| Participation rate | 94.2% | 80.5%+13.8pp | 75.7%+18.6pp | 71.5%+22.8pp |
| Annual return | -20.35% | -12.53%-7.8pp | -12.16%-8.2pp | 32.82%-53.2pp |
| Employer contribution / active EE | $1,354 | $3,065-55.8% | $2,921-53.6% | $2,506-46.0% |
| Participant deferral / active EE | $4,748 | $4,840-1.9% | $4,564+4.0% | $4,310+10.2% |
| Admin fee / account holder | $215 | $157+36.6% | $8,445-97.5% | $188+14.3% |