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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $56,933 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,104 |
ADP BROKER-DEALER4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,269 | $100,923+106.4% | $150,045+38.8% | $74,304+180.3% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 18.34% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,740 | $3,463+36.9% | $4,693+1.0% | $2,241+111.5% |
| Participant deferral / active EE | $12,792 | $6,709+90.7% | $7,997+60.0% | $3,767+239.6% |
| Admin fee / account holder | $373 | $2,767-86.5% | $13,435-97.2% | $2,969-87.5% |