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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,530 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC 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).
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 | $31,449 | $57,281-45.1% | $86,612-63.7% | $75,163-58.2% |
| Participation rate | 82.9% | 63.2%+19.7pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 19.60% | 2670.75%-2651.2pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $496 | $2,314-78.6% | $3,022-83.6% | $2,670-81.4% |
| Participant deferral / active EE | $7,626 | $3,318+129.8% | $4,438+71.8% | $4,125+84.9% |
| Admin fee / account holder | $44 | $4,112-98.9% | $5,614-99.2% | $5,651-99.2% |