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 | $29,723 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $25,670 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,578 | $76,050-54.5% | $96,544-64.2% | $71,457-51.6% |
| Participation rate | 61.1% | 74.4%-13.3pp | 76.0%-14.8pp | 67.9%-6.8pp |
| Annual return | 60.42% | 22.81%+37.6pp | 25.84%+34.6pp | 28.85%+31.6pp |
| Employer contribution / active EE | $1,764 | $2,244-21.4% | $2,965-40.5% | $2,588-31.8% |
| Participant deferral / active EE | $3,589 | $4,215-14.9% | $4,851-26.0% | $4,289-16.3% |
| Admin fee / account holder | $207 | $2,707-92.4% | $8,252-97.5% | $1,587-87.0% |