Filed October 30, 2023
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 4-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,064 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,849 | $102,382-59.1% | $147,005-71.5% | $80,874-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 31.65% | 134.89%-103.2pp | 418.76%-387.1pp | 35.62%-4.0pp |
| Employer contribution / active EE | $4,451 | $3,715+19.8% | $4,934-9.8% | $2,756+61.5% |
| Participant deferral / active EE | $11,181 | $6,646+68.2% | $8,070+38.6% | $4,297+160.2% |
| Admin fee / account holder | $167 | $7,942-97.9% | $13,006-98.7% | $6,935-97.6% |