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 WEALTH MANAGEMENT1 year Service code 15 · EIN 41-1416330 | Recordkeeping | $21,238 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,437 |
UHY LLP1 year Filed as: UHY, LLP Service code 15 · EIN 20-0694403 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,136 | $86,286-37.3% | $111,297-51.4% | $85,850-36.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.60% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,434 | $2,043-29.8% | $2,731-47.5% | $2,565-44.1% |
| Participant deferral / active EE | $3,135 | $3,641-13.9% | $4,487-30.1% | $3,952-20.7% |
| Admin fee / account holder | $368 | $8,188-95.5% | $7,964-95.4% | $6,260-94.1% |