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 MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $75,049 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,326 |
ADP BROKER-DEALER7 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 | $241,840 | $138,385+74.8% | $184,200+31.3% | $80,874+199.0% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.4pp | 67.6%+26.6pp |
| Annual return | 12.41% | 20.02%-7.6pp | 28.80%-16.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $18,553 | $4,849+282.6% | $6,424+188.8% | $2,756+573.3% |
| Participant deferral / active EE | $18,480 | $7,073+161.3% | $9,132+102.4% | $4,297+330.1% |
| Admin fee / account holder | $636 | $10,483-93.9% | $13,907-95.4% | $6,935-90.8% |