Filed July 31, 2020
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 7-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 | $21,032 |
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 | $65,442 | $136,307-52.0% | $177,821-63.2% | $73,488-10.9% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.4pp | 70.7%+26.5pp |
| Annual return | 13.02% | 18.68%-5.7pp | 48.32%-35.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $3,152 | $3,712-15.1% | $5,918-46.7% | $2,270+38.8% |
| Participant deferral / active EE | $6,445 | $5,829+10.6% | $7,714-16.5% | $3,740+72.3% |
| Admin fee / account holder | $124 | $596-79.2% | $12,427-99.0% | $513-75.9% |