Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $47,369 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,535 |
ADP BROKER-DEALER3 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,154 | $101,499+60.7% | $147,005+11.0% | $74,546+118.9% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 18.03% | 8732.34%-8714.3pp | 418.76%-400.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $3,722 | $3,811-2.3% | $4,934-24.6% | $2,624+41.8% |
| Participant deferral / active EE | $10,018 | $7,304+37.1% | $8,070+24.1% | $4,347+130.4% |
| Admin fee / account holder | $309 | $1,748-82.3% | $13,006-97.6% | $1,944-84.1% |