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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110,953 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $105,777 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,901 | $99,061-65.8% | $81,783-58.5% | $99,061-65.8% |
| Participation rate | 28.8% | 71.6%-42.8pp | 72.4%-43.5pp | 71.6%-42.8pp |
| Annual return | 15.12% | 17.66%-2.5pp | 775.05%-759.9pp | 17.66%-2.5pp |
| Employer contribution / active EE | $422 | $3,261-87.1% | $2,913-85.5% | $3,261-87.1% |
| Participant deferral / active EE | $1,634 | $5,331-69.3% | $4,320-62.2% | $5,331-69.3% |
| Admin fee / account holder | $81 | $109-25.6% | $7,380-98.9% | $109-25.6% |