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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,209 | $84,993-76.2% | $129,995-84.5% | $80,160-74.8% |
| Participation rate | 94.6% | 79.5%+15.1pp | 78.5%+16.2pp | 72.9%+21.7pp |
| Annual return | 16.31% | 23.76%-7.4pp | -137.18%+153.5pp | 40.38%-24.1pp |
| Employer contribution / active EE | $948 | $3,051-68.9% | $4,320-78.1% | $2,978-68.2% |
| Participant deferral / active EE | $2,569 | $4,984-48.5% | $5,820-55.9% | $5,017-48.8% |
| Admin fee / account holder | $67 | $391-82.8% | $10,614-99.4% | $145-53.6% |