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 MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $43,597 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,048 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,888 | $88,890-38.3% | $102,423-46.4% | $77,643-29.3% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 10.88% | 24.98%-14.1pp | 29.32%-18.4pp | 31.24%-20.4pp |
| Employer contribution / active EE | $3,540 | $2,698+31.2% | $3,023+17.1% | $2,726+29.9% |
| Participant deferral / active EE | $5,495 | $5,145+6.8% | $5,053+8.7% | $4,647+18.2% |
| Admin fee / account holder | $191 | $235-19.0% | $9,451-98.0% | $430-55.7% |