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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $15,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,862 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,280 | $76,050-5.0% | $96,544-25.1% | $71,457+1.2% |
| Participation rate | 62.8% | 74.4%-11.6pp | 76.0%-13.2pp | 67.9%-5.2pp |
| Annual return | 13.79% | 22.81%-9.0pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $870 | $2,244-61.3% | $2,965-70.7% | $2,588-66.4% |
| Participant deferral / active EE | $2,889 | $4,215-31.5% | $4,851-40.4% | $4,289-32.6% |
| Admin fee / account holder | $165 | $2,707-93.9% | $8,252-98.0% | $1,587-89.6% |