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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,201 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT5+ years Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,112 | $54,762-61.4% | $90,281-76.6% | $72,985-71.1% |
| Participation rate | 76.9% | 65.1%+11.8pp | 73.3%+3.7pp | 69.5%+7.4pp |
| Annual return | 27.97% | 30.63%-2.7pp | 78.10%-50.1pp | 81.00%-53.0pp |
| Employer contribution / active EE | $411 | $2,092-80.4% | $2,854-85.6% | $2,440-83.2% |
| Participant deferral / active EE | $5,665 | $2,887+96.2% | $3,885+45.8% | $3,607+57.0% |
| Admin fee / account holder | $42 | $3,972-98.9% | $5,351-99.2% | $5,124-99.2% |