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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 15 · EIN 41-1416330 | Recordkeeping | $16,840 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,131 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,897 | $107,440-83.3% | $105,738-83.1% | $55,725-67.9% |
| Participation rate | 43.6% | 55.5%-11.9pp | 76.3%-32.7pp | 70.9%-27.2pp |
| Annual return | -6.38% | -0.59%-5.8pp | 6.27%-12.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $646 | $1,448-55.4% | $3,268-80.2% | $2,078-68.9% |
| Participant deferral / active EE | $974 | $2,171-55.1% | $4,080-76.1% | $3,356-71.0% |
| Admin fee / account holder | $73 | $283-74.2% | $6,913-98.9% | $115-36.5% |