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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,540 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,955 | $54,350-59.6% | $82,719-73.5% | $68,494-67.9% |
| Participation rate | 80.5% | 63.9%+16.5pp | 72.6%+7.9pp | 67.9%+12.6pp |
| Annual return | -21.85% | -13.67%-8.2pp | 701.18%-723.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $786 | $2,218-64.6% | $3,009-73.9% | $2,596-69.7% |
| Participant deferral / active EE | $8,295 | $3,246+155.6% | $4,395+88.7% | $4,027+106.0% |
| Admin fee / account holder | $33 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |