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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,025 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT1+ years Service code 49 60 SOUTH 6TH STREET P10 · MINNEAPOLIS, MN 55402 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,698 | $55,182-66.1% | $73,307-74.5% | $55,191-66.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 8.06% | 8.55%-0.5pp | 5.67%+2.4pp | 10.78%-2.7pp |
| Employer contribution / active EE | $2,253 | $1,935+16.4% | $3,237-30.4% | $1,899+18.6% |
| Participant deferral / active EE | $4,234 | $4,641-8.8% | $4,991-15.2% | $3,046+39.0% |
| Admin fee / account holder | $6 | $68-91.9% | $5,637-99.9% | $91-93.9% |