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 7-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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $85,732 |
RBC WEALTH MANAGEMENT7+ years Service code 15 · EIN 41-1416330 | Recordkeeping | $29,979 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,056 | $108,719-70.5% | $101,326-68.4% | $85,563-62.5% |
| Participation rate | 91.9% | 80.9%+11.0pp | 81.5%+10.4pp | 66.0%+25.9pp |
| Annual return | 14.88% | 20.95%-6.1pp | 36.82%-21.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,083 | $3,114-65.2% | $3,665-70.5% | $2,654-59.2% |
| Participant deferral / active EE | $3,835 | $8,545-55.1% | $7,994-52.0% | $4,375-12.4% |
| Admin fee / account holder | $128 | $685-81.3% | $11,185-98.9% | $834-84.6% |