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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,047 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT4+ years Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | 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 | $11,329 | $49,177-77.0% | $79,464-85.7% | $64,186-82.4% |
| Participation rate | 86.6% | 65.0%+21.6pp | 73.3%+13.2pp | 69.6%+17.0pp |
| Annual return | -7.39% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $382 | $2,076-81.6% | $2,800-86.4% | $2,381-83.9% |
| Participant deferral / active EE | $4,385 | $2,821+55.4% | $3,704+18.4% | $3,470+26.4% |
| Admin fee / account holder | $69 | $3,839-98.2% | $5,113-98.7% | $4,888-98.6% |