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 MANAGEMENT4 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $60,296 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,258 |
ADP BROKER-DEALER8 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 | $27,926 | $216,711-87.1% | $136,749-79.6% | $85,563-67.4% |
| Participation rate | 82.2% | 51.7%+30.5pp | 72.1%+10.1pp | 66.0%+16.2pp |
| Annual return | 16.17% | 15.26%+0.9pp | 24.33%-8.2pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,044 | $1,660-37.1% | $3,400-69.3% | $2,654-60.7% |
| Participant deferral / active EE | $1,816 | $2,635-31.1% | $4,692-61.3% | $4,375-58.5% |
| Admin fee / account holder | $92 | $1,223-92.5% | $11,386-99.2% | $834-89.0% |