Filed July 20, 2023
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 | $37,559 |
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 | $126,050 | $84,936+48.4% | $111,297+13.3% | $79,386+58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.77% | 17.45%-5.7pp | 54.65%-42.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $4,274 | $1,979+115.9% | $2,731+56.5% | $2,427+76.1% |
| Participant deferral / active EE | $6,715 | $3,888+72.7% | $4,487+49.6% | $4,046+66.0% |
| Admin fee / account holder | $247 | $537-54.0% | $7,964-96.9% | $626-60.6% |