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 MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $14,044 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,450 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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.
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 | $78,223 | $66,302+18.0% | $110,238-29.0% | $56,287+39.0% |
| Participation rate | 48.3% | 74.9%-26.6pp | 79.8%-31.5pp | 69.9%-21.5pp |
| Annual return | -2.69% | -1.18%-1.5pp | 314.74%-317.4pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,187 | $2,047-42.0% | $3,826-69.0% | $2,111-43.8% |
| Participant deferral / active EE | $1,646 | $3,381-51.3% | $4,672-64.8% | $3,350-50.9% |
| Admin fee / account holder | $119 | $698-83.0% | $8,547-98.6% | $521-77.2% |