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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,102 | $65,435+49.9% | $86,677+13.2% | $66,914+46.6% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -16.61% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $8,981 | $2,153+317.1% | $2,836+216.6% | $2,544+253.0% |
| Participant deferral / active EE | $7,723 | $4,100+88.4% | $4,656+65.9% | $4,237+82.3% |
| Admin fee / account holder | $236 | $642-63.2% | $7,493-96.8% | $593-60.2% |