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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $217,297 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $104,497 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $83,268 | $44,626+86.6% | $86,188-3.4% | $80,160+3.9% |
| Participation rate | 57.7% | 63.5%-5.8pp | 69.0%-11.2pp | 72.9%-15.2pp |
| Annual return | 6.08% | 19.61%-13.5pp | 1168.45%-1162.4pp | 40.38%-34.3pp |
| Employer contribution / active EE | $1,115 | $1,099+1.5% | $2,380-53.2% | $2,978-62.6% |
| Participant deferral / active EE | $1,762 | $2,769-36.3% | $3,985-55.8% | $5,017-64.9% |
| Admin fee / account holder | $163 | $133+22.0% | $6,852-97.6% | $145+12.1% |