Filed June 30, 2022
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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 24300 TOWN CENTER DR STE 200 · VALENCIA, CA 91355 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,664 | $76,552+60.2% | $123,892-1.0% | $62,891+95.0% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.2pp |
| Annual return | 10.57% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,065 | $2,883+6.3% | $4,617-33.6% | $2,281+34.4% |
| Participant deferral / active EE | $9,570 | $4,840+97.7% | $5,984+59.9% | $3,203+198.8% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |