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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $18,910 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,832 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,328 | $69,763-43.6% | $67,502-41.7% | $74,495-47.2% |
| Participation rate | 97.5% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.3pp |
| Annual return | 16.90% | -40.34%+57.2pp | 3512.12%-3495.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,991 | $2,704-26.4% | $2,731-27.1% | $2,623-24.1% |
| Participant deferral / active EE | $6,676 | $3,636+83.6% | $4,000+66.9% | $4,346+53.6% |
| Admin fee / account holder | $98 | $896-89.0% | $3,998-97.5% | $1,942-94.9% |