Filed February 12, 2015
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $73,341 | $73,638-0.4% | $95,952-23.6% | $73,488-0.2% |
| Participation rate | 79.4% | 76.2%+3.2pp | 77.1%+2.3pp | 70.7%+8.7pp |
| Annual return | 22.69% | 16.78%+5.9pp | 91.61%-68.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,365 | $1,863-26.8% | $2,541-46.3% | $2,270-39.9% |
| Participant deferral / active EE | $3,369 | $3,617-6.8% | $4,167-19.1% | $3,740-9.9% |
| Admin fee / account holder | $24 | $482-94.9% | $6,795-99.6% | $513-95.2% |