Filed August 31, 2023 (most recent of 3 filings on file)
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,834 |
WEALTHPLAN ADVISORS LLC4 years Filed as: WEALTHPLAN ADVISORS, LLC. Service code 15 · EIN 47-2622892 | Recordkeeping | $14,525 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,553 | $45,602-50.5% | $117,472-80.8% | $66,914-66.3% |
| Participation rate | 83.9% | 57.6%+26.2pp | 70.6%+13.3pp | 69.8%+14.0pp |
| Annual return | -15.15% | -16.74%+1.6pp | 29.74%-44.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,322 | $1,579-16.2% | $4,176-68.3% | $2,544-48.0% |
| Participant deferral / active EE | $3,920 | $2,845+37.8% | $4,070-3.7% | $4,237-7.5% |
| Admin fee / account holder | $187 | $661-71.8% | $5,645-96.7% | $593-68.6% |