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 |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $60,746 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 64 · EIN 04-1590850 1295 STATE STREET · SPRINGFILED, MA 011110001 | Recordkeeping Fees | $15,776 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,722 |
Employer contribution per participant 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 | $68,021 | $81,908-17.0% | $90,749-25.0% | $64,808+5.0% |
| Participation rate | 77.6% | 80.5%-2.8pp | 75.7%+1.9pp | 71.5%+6.2pp |
| Annual return | -14.19% | -12.53%-1.7pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $550 | $3,065-82.1% | $2,921-81.2% | $2,506-78.1% |
| Participant deferral / active EE | $3,036 | $4,840-37.3% | $4,564-33.5% | $4,310-29.6% |
| Admin fee / account holder | $112 | $157-28.6% | $8,445-98.7% | $188-40.2% |