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 |
|---|---|---|
ERNST & YOUNG LLP3+ years Service code 15 · EIN 34-6565596 | Recordkeeping | $20,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,444 |
ADP BROKER-DEALER3+ 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 | $208,700 | $52,639+296.5% | $185,117+12.7% | $62,292+235.0% |
| Participation rate | 98.2% | 63.9%+34.3pp | 77.3%+20.9pp | 69.5%+28.7pp |
| Annual return | 17.15% | 19.57%-2.4pp | 40.50%-23.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $8,945 | $1,483+503.3% | $4,182+113.9% | $2,042+338.0% |
| Participant deferral / active EE | $12,396 | $3,097+300.2% | $5,045+145.7% | $3,169+291.2% |
| Admin fee / account holder | $88 | $374-76.4% | $8,159-98.9% | $479-81.6% |