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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,904 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $27,129 |
ADP BROKER-DEALER2+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,331 | $88,890-65.9% | $102,423-70.4% | $77,643-60.9% |
| Participation rate | 86.5% | 80.9%+5.5pp | 76.5%+10.0pp | 70.6%+15.9pp |
| Annual return | 20.40% | 24.98%-4.6pp | 29.32%-8.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,692 | $2,698-0.2% | $3,023-11.0% | $2,726-1.2% |
| Participant deferral / active EE | $4,341 | $5,145-15.6% | $5,053-14.1% | $4,647-6.6% |
| Admin fee / account holder | $201 | $235-14.5% | $9,451-97.9% | $430-53.2% |