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 | $107,741-70.2% | $96,576-66.8% | $79,634-59.7% |
| Participation rate | 91.9% | 79.1%+12.8pp | 81.4%+10.4pp | 62.5%+29.4pp |
| Annual return | 14.88% | 19.24%-4.4pp | 38.47%-23.6pp | 36.46%-21.6pp |
| Employer contribution / active EE | $1,083 | $2,991-63.8% | $3,553-69.5% | $2,529-57.2% |
| Participant deferral / active EE | $3,835 | $7,899-51.5% | $7,956-51.8% | $3,8350% |
| Admin fee / account holder | $128 | $1,150-88.9% | $11,381-98.9% | $1,002-87.2% |