Filed February 22, 2022 (most recent of 2 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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $90,850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,565 | $84,000-76.7% | $119,609-83.6% | $77,904-74.9% |
| Participation rate | 93.0% | 77.8%+15.2pp | 79.3%+13.8pp | 73.7%+19.4pp |
| Annual return | -15.61% | -11.59%-4.0pp | -14.97%-0.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,039 | $2,907-64.3% | $4,232-75.4% | $2,848-63.5% |
| Participant deferral / active EE | $2,703 | $4,705-42.6% | $5,602-51.8% | $4,806-43.8% |
| Admin fee / account holder | $68 | $116-41.2% | $10,323-99.3% | $133-48.6% |