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 | $32,228 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,440 | $100,923+25.3% | $150,045-15.7% | $74,304+70.2% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.3%+6.4pp | 60.3%+28.4pp |
| Annual return | 16.67% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,469 | $3,463-57.6% | $4,693-68.7% | $2,241-34.4% |
| Participant deferral / active EE | $11,520 | $6,709+71.7% | $7,997+44.1% | $3,767+205.8% |
| Admin fee / account holder | $138 | $2,767-95.0% | $13,435-99.0% | $2,969-95.3% |