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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,328 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $17,472 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $99,078-66.1% | $96,544-65.2% | $74,419-54.9% |
| Participation rate | 92.0% | 80.7%+11.3pp | 76.0%+16.0pp | 70.7%+21.2pp |
| Annual return | 0.00% | 22.48%-22.5pp | 25.84%-25.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $2,694 | $2,570+4.8% | $2,965-9.2% | $2,637+2.1% |
| Participant deferral / active EE | $4,400 | $4,933-10.8% | $4,851-9.3% | $4,528-2.8% |
| Admin fee / account holder | $181 | $225-19.6% | $8,252-97.8% | $348-48.1% |