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 MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $51,993 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,649 |
ADP BROKER-DEALER7 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 | $23,102 | $72,994-68.4% | $120,354-80.8% | $77,643-70.2% |
| Participation rate | 82.4% | 55.2%+27.1pp | 71.9%+10.4pp | 70.6%+11.8pp |
| Annual return | 13.08% | 18.23%-5.1pp | 107.15%-94.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,133 | $1,793-36.8% | $3,463-67.3% | $2,726-58.4% |
| Participant deferral / active EE | $1,926 | $3,011-36.0% | $4,991-61.4% | $4,647-58.6% |
| Admin fee / account holder | $82 | $658-87.5% | $9,423-99.1% | $430-80.8% |