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 | $1,575 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,384 | $79,171-38.9% | $102,423-52.8% | $74,495-35.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 76.5%-16.5pp | 67.2%-7.2pp |
| Annual return | 15.34% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $410 | $2,362-82.7% | $3,023-86.5% | $2,623-84.4% |
| Participant deferral / active EE | $3,651 | $4,415-17.3% | $5,053-27.7% | $4,346-16.0% |
| Admin fee / account holder | $9 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |