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 | $49,080 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,498 |
BKD, LLP6 years Service code 15 · EIN 44-0160260 | Recordkeeping | $16,466 |
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 | $87,019 | $100,923-13.8% | $150,045-42.0% | $74,304+17.1% |
| Participation rate | 94.7% | 70.1%+24.6pp | 82.3%+12.3pp | 60.3%+34.3pp |
| Annual return | 14.83% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,057 | $3,463-40.6% | $4,693-56.2% | $2,241-8.2% |
| Participant deferral / active EE | $8,180 | $6,709+21.9% | $7,997+2.3% | $3,767+117.1% |
| Admin fee / account holder | $347 | $2,767-87.5% | $13,435-97.4% | $2,969-88.3% |