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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,962 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $11,785 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,776 | $78,485-44.2% | $106,213-58.8% | $74,495-41.2% |
| Participation rate | 93.3% | 72.8%+20.4pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 10.81% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,492 | $2,523-40.9% | $3,171-53.0% | $2,623-43.1% |
| Participant deferral / active EE | $4,837 | $4,322+11.9% | $5,016-3.6% | $4,346+11.3% |
| Admin fee / account holder | $231 | $2,232-89.6% | $11,033-97.9% | $1,942-88.1% |