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 | $146,059 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $54,487 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
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 | $17,122 | $113,293-84.9% | $67,502-74.6% | $199,593-91.4% |
| Participation rate | 94.2% | 73.3%+20.8pp | 72.9%+21.3pp | 72.0%+22.2pp |
| Annual return | 32.06% | 15.88%+16.2pp | 3512.12%-3480.1pp | 34.25%-2.2pp |
| Employer contribution / active EE | $1,185 | $3,401-65.2% | $2,731-56.6% | $3,034-61.0% |
| Participant deferral / active EE | $2,166 | $4,159-47.9% | $4,000-45.8% | $5,087-57.4% |
| Admin fee / account holder | $55 | $103-46.7% | $3,998-98.6% | $269-79.7% |