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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,821 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $25,051 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 15 · EIN 92-1819393 | Recordkeeping | $8,748 |
ADP BROKER-DEALER4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,051 | $88,890-49.3% | $102,423-56.0% | $77,643-42.0% |
| Participation rate | 61.9% | 80.9%-19.0pp | 76.5%-14.6pp | 70.6%-8.7pp |
| Annual return | 13.70% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,903 | $2,698-29.5% | $3,023-37.1% | $2,726-30.2% |
| Participant deferral / active EE | $4,110 | $5,145-20.1% | $5,053-18.7% | $4,647-11.6% |
| Admin fee / account holder | $295 | $235+25.2% | $9,451-96.9% | $430-31.5% |