Filed May 21, 2020 (most recent of 3 filings on file)
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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,778 | $65,908-51.8% | $81,812-61.2% | $77,643-59.1% |
| Participation rate | 83.1% | 65.8%+17.3pp | 72.3%+10.8pp | 70.6%+12.5pp |
| Annual return | 17.56% | 26.64%-9.1pp | 773.79%-756.2pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,792 | $2,370-24.4% | $2,912-38.5% | $2,726-34.3% |
| Participant deferral / active EE | $2,759 | $3,505-21.3% | $4,319-36.1% | $4,647-40.6% |
| Admin fee / account holder | $25 | $526-95.2% | $7,386-99.7% | $430-94.1% |