Filed July 25, 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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $52,434 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,345 |
ADP BROKER-DEALER7+ 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 | $127,999 | $121,341+5.5% | $189,513-32.5% | $79,386+61.2% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.8%+10.3pp | 70.7%+27.4pp |
| Annual return | 16.43% | 21.08%-4.7pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $4,135 | $3,915+5.6% | $6,162-32.9% | $2,427+70.3% |
| Participant deferral / active EE | $8,028 | $6,395+25.5% | $8,221-2.3% | $4,046+98.4% |
| Admin fee / account holder | $249 | $651-61.8% | $12,045-97.9% | $626-60.2% |