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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT Service code 28 5790 WIDEWATERS PKWY · DEWITT, NY 132143500 | Investment Management | $10,897 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 19 · EIN 16-1503696 | Securities Custodian | $7,798 |
Participant contribution per participant 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 | $74,454 | $69,362+7.3% | $101,248-26.5% | $73,488+1.3% |
| Participation rate | 79.3% | 68.4%+10.9pp | 75.8%+3.5pp | 70.7%+8.6pp |
| Annual return | 18.06% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $7,638 | $2,628+190.6% | $3,660+108.7% | $2,270+236.5% |
| Participant deferral / active EE | $1,071 | $3,300-67.5% | $4,370-75.5% | $3,740-71.4% |
| Admin fee / account holder | $152 | $704-78.4% | $5,945-97.4% | $513-70.4% |