Filed August 31, 2021
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 | $4,539 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $48,161 | $102,553-53.0% | $151,611-68.2% | $66,914-28.0% |
| Participation rate | 76.2% | 85.5%-9.3pp | 87.5%-11.3pp | 69.8%+6.4pp |
| Annual return | -15.98% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,132 | $4,180-72.9% | $6,166-81.6% | $2,544-55.5% |
| Participant deferral / active EE | $5,613 | $6,641-15.5% | $8,363-32.9% | $4,237+32.5% |
| Admin fee / account holder | $27 | $630-95.8% | $11,616-99.8% | $593-95.5% |