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 Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,579 |
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $20,042 |
MATRIX TRUST COMPANY6 years Service code 26 · EIN 75-3182674 | Advisory (Participants) | $6,281 |
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 | $95,651 | $95,274+0.4% | $135,903-29.6% | $74,419+28.5% |
| Participation rate | 72.1% | 78.2%-6.1pp | 81.9%-9.8pp | 70.7%+1.4pp |
| Annual return | 24.81% | 32.77%-8.0pp | 68.23%-43.4pp | 34.38%-9.6pp |
| Employer contribution / active EE | $3,210 | $3,874-17.1% | $4,856-33.9% | $2,637+21.7% |
| Participant deferral / active EE | $7,687 | $7,782-1.2% | $7,758-0.9% | $4,528+69.8% |
| Admin fee / account holder | $288 | $266+8.4% | $10,762-97.3% | $348-17.1% |