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 | $102,317-59.1% | $146,958-71.5% | $80,856-48.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 31.65% | 134.76%-103.1pp | 418.34%-386.7pp | 35.59%-3.9pp |
| Employer contribution / active EE | $4,451 | $3,713+19.9% | $4,933-9.8% | $2,755+61.6% |
| Participant deferral / active EE | $11,181 | $6,644+68.3% | $8,070+38.5% | $4,296+160.3% |
| Admin fee / account holder | $167 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |