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 CORP Service code 55 · EIN 41-1416330 | Other Commissions | $31,684 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,843 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $77,749 | $81,474-4.6% | $133,956-42.0% | $73,488+5.8% |
| Participation rate | 64.2% | 76.4%-12.1pp | 79.8%-15.6pp | 70.7%-6.4pp |
| Annual return | 16.55% | 19.40%-2.9pp | 45.09%-28.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $415 | $2,209-81.2% | $3,919-89.4% | $2,270-81.7% |
| Participant deferral / active EE | $2,057 | $3,786-45.7% | $5,048-59.3% | $3,740-45.0% |
| Admin fee / account holder | $49 | $713-93.1% | $8,927-99.4% | $513-90.4% |