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 | $28,256 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,201 | $101,499+10.5% | $147,005-23.7% | $74,546+50.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.69% | 8732.34%-8716.7pp | 418.76%-403.1pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,993 | $3,811-47.7% | $4,934-59.6% | $2,624-24.1% |
| Participant deferral / active EE | $12,951 | $7,304+77.3% | $8,070+60.5% | $4,347+197.9% |
| Admin fee / account holder | $124 | $1,748-92.9% | $13,006-99.0% | $1,944-93.6% |