Filed November 9, 2018
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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,152 |
GENEOS WEALTH MANAGEMENT INC5 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 15 · EIN 02-0580939 | Recordkeeping | $27,864 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,924 | $69,763-45.6% | $67,502-43.8% | $74,495-49.1% |
| Participation rate | 84.9% | 71.4%+13.6pp | 72.9%+12.1pp | 67.2%+17.7pp |
| Annual return | 13.06% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,898 | $3,636+7.2% | $4,000-2.5% | $4,346-10.3% |
| Admin fee / account holder | $315 | $896-64.8% | $3,998-92.1% | $1,942-83.8% |