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 |
|---|---|---|
Service code 15 · EIN 83-0414789 | Recordkeeping | $11,189 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,976 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT3 years Service code 49 3000 ATRIUM WAY · MT LAUREL, NJ 08054 | 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 | $92,545 | $89,652+3.2% | $141,162-34.4% | $65,185+42.0% |
| Participation rate | 75.1% | 74.7%+0.4pp | 82.5%-7.3pp | 70.2%+4.9pp |
| Annual return | 23.67% | 32.79%-9.1pp | 71.39%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,986 | $3,065-35.2% | $4,735-58.1% | $2,177-8.8% |
| Participant deferral / active EE | $5,092 | $5,691-10.5% | $6,709-24.1% | $3,514+44.9% |
| Admin fee / account holder | $67 | $569-88.2% | $10,261-99.3% | $847-92.1% |