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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,636 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $13,485 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,761 | $84,556-44.7% | $116,228-59.8% | $74,304-37.1% |
| Participation rate | 96.3% | 66.0%+30.2pp | 74.6%+21.7pp | 60.3%+35.9pp |
| Annual return | 12.40% | 18.35%-5.9pp | 90.06%-77.7pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,608 | $2,168-25.8% | $2,994-46.3% | $2,241-28.2% |
| Participant deferral / active EE | $5,086 | $3,814+33.3% | $4,953+2.7% | $3,767+35.0% |
| Admin fee / account holder | $230 | $3,792-93.9% | $11,989-98.1% | $2,969-92.3% |