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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $505 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT3+ years Service code 49 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,376 | $80,753-6.7% | $136,294-44.7% | $62,292+21.0% |
| Participation rate | 22.1% | 73.5%-51.4pp | 81.9%-59.8pp | 69.5%-47.4pp |
| Annual return | 23.77% | 35.83%-12.1pp | 5155.94%-5132.2pp | 28.90%-5.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,399 | $5,164-72.9% | $6,247-77.6% | $3,169-55.8% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |