See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CURI RMB CAPITAL LLC Service code 27 · EIN 59-3792751 | Advisory (Plan) | $56,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,968 | $44,960+115.7% | $84,966+14.1% | $74,495+30.2% |
| Participation rate | 94.9% | 49.4%+45.5pp | 67.5%+27.4pp | 67.2%+27.7pp |
| Annual return | 17.32% | 26.24%-8.9pp | 66.38%-49.1pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,328 | $1,457+128.4% | $2,727+22.0% | $2,623+26.9% |
| Participant deferral / active EE | $11,188 | $2,731+309.7% | $4,519+147.6% | $4,346+157.4% |
| Admin fee / account holder | $322 | $2,209-85.4% | $6,149-94.8% | $1,942-83.4% |