Filed November 12, 2020
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,089 |
ADP BROKER-DEALER2+ years 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 | $206,752 | $50,898+306.2% | $171,082+20.8% | $55,167+274.8% |
| Participation rate | 96.0% | 63.3%+32.7pp | 76.7%+19.3pp | 69.0%+27.0pp |
| Annual return | 8.34% | 15.34%-7.0pp | 32.56%-24.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $9,570 | $1,433+567.7% | $4,002+139.1% | $1,963+387.6% |
| Participant deferral / active EE | $11,420 | $2,994+281.4% | $4,797+138.1% | $3,054+273.9% |
| Admin fee / account holder | $100 | $500-80.0% | $8,520-98.8% | $504-80.2% |