See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,903 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $85,922 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $52,120 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,854 | $57,610-30.8% | $154,803-74.3% | $102,872-61.3% |
| Participation rate | 43.3% | 59.5%-16.2pp | 78.1%-34.8pp | 73.0%-29.7pp |
| Annual return | 12.66% | 30.49%-17.8pp | 58.88%-46.2pp | 19.06%-6.4pp |
| Employer contribution / active EE | $899 | $1,883-52.2% | $4,305-79.1% | $3,526-74.5% |
| Participant deferral / active EE | $1,997 | $2,914-31.5% | $5,540-64.0% | $5,535-63.9% |
| Admin fee / account holder | $204 | $368-44.5% | $14,329-98.6% | $292-30.1% |