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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,485 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,197 | $87,870-29.2% | $113,168-45.0% | $74,304-16.3% |
| Participation rate | 64.4% | 70.7%-6.4pp | 76.6%-12.2pp | 60.3%+4.0pp |
| Annual return | 15.49% | 26.44%-10.9pp | 24.27%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $387 | $2,277-83.0% | $2,975-87.0% | $2,241-82.7% |
| Participant deferral / active EE | $3,803 | $4,241-10.3% | $5,107-25.5% | $3,767+0.9% |
| Admin fee / account holder | $28 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |