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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 15 · EIN 41-1416330 | Recordkeeping | $7,505 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $752 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 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 | $28,225 | $65,322-56.8% | $70,449-59.9% | $73,488-61.6% |
| Participation rate | 99.3% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.6pp |
| Annual return | 23.78% | 15.71%+8.1pp | 109.03%-85.2pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,653 | $2,460-32.8% | $2,737-39.6% | $2,270-27.2% |
| Participant deferral / active EE | $3,861 | $3,375+14.4% | $3,709+4.1% | $3,740+3.2% |
| Admin fee / account holder | $37 | $214-82.9% | $3,845-99.0% | $513-92.9% |