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 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,979 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $9,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,832 | $43,423+155.2% | $78,689+40.8% | $55,167+100.9% |
| Participation rate | 65.4% | 68.0%-2.6pp | 73.6%-8.1pp | 69.0%-3.6pp |
| Annual return | 8.27% | 11.53%-3.3pp | 62.18%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,721 | $2,509+48.3% | $3,517+5.8% | $3,054+21.8% |
| Admin fee / account holder | $295 | $416-29.0% | $4,510-93.4% | $504-41.4% |