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 GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $41,269 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,740 |
ADP BROKER-DEALER6 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 | $19,745 | $57,739-65.8% | $112,229-82.4% | $74,419-73.5% |
| Participation rate | 85.3% | 55.6%+29.7pp | 72.4%+12.9pp | 70.7%+14.6pp |
| Annual return | 16.99% | 19.52%-2.5pp | 30.20%-13.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,281 | $1,675-23.5% | $3,430-62.7% | $2,637-51.4% |
| Participant deferral / active EE | $2,048 | $2,891-29.2% | $4,798-57.3% | $4,528-54.8% |
| Admin fee / account holder | $68 | $462-85.3% | $7,748-99.1% | $348-80.5% |