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 5-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 49 · EIN 04-1590850 | Other Services | $22,553 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $7,308 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS1+ years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO1+ years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON1+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1+ years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,666 | $100,801-31.9% | $149,696-54.1% | $73,409-6.5% |
| Participation rate | 41.0% | 77.7%-36.7pp | 82.5%-41.5pp | 72.2%-31.2pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $291 | $3,312-91.2% | $4,644-93.7% | $2,234-87.0% |
| Participant deferral / active EE | $1,856 | $6,404-71.0% | $6,842-72.9% | $3,805-51.2% |
| Admin fee / account holder | $149 | $181-17.8% | $9,309-98.4% | $158-5.9% |