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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,222 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT4 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,863 | $58,208-33.2% | $81,812-52.5% | $80,856-51.9% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.4pp | 67.6%+19.1pp |
| Annual return | 16.32% | 41.66%-25.3pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $628 | $2,340-73.2% | $2,912-78.4% | $2,755-77.2% |
| Participant deferral / active EE | $7,693 | $3,281+134.5% | $4,319+78.1% | $4,296+79.1% |
| Admin fee / account holder | $42 | $4,981-99.1% | $7,386-99.4% | $6,918-99.4% |