Filed December 29, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,549 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $41,047 |
Filed as: RBC USA HOLDCO CORPORATION Service code 15 · EIN 20-0563684 | Recordkeeping | $11,757 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,599 | $106,028-64.5% | $146,958-74.4% | $77,643-51.6% |
| Participation rate | 74.3% | 78.4%-4.1pp | 82.2%-7.9pp | 70.6%+3.7pp |
| Annual return | 16.11% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $632 | $4,063-84.5% | $4,933-87.2% | $2,726-76.8% |
| Participant deferral / active EE | $5,717 | $7,990-28.5% | $8,070-29.2% | $4,647+23.0% |
| Admin fee / account holder | $200 | $337-40.7% | $12,998-98.5% | $430-53.5% |