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 |
|---|---|---|
Service code 27 60 S 6TH ST, MAILSTOP P09 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,750 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $11,803 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $11,802 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,450 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 · EIN 81-3989034 | Recordkeeping | $7,044 |
GUTHRIE BELCZYK & ASSOCIATES2 years Service code 10 1024 ROUTE 519, STE 200 · EIGHTY FOUR, PA 15330 | Accounting | $4,750 |
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 | $77,977 | $52,953+47.3% | $172,739-54.9% | $65,185+19.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.83% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,132 | $2,190-2.6% | $5,143-58.5% | $2,177-2.1% |
| Participant deferral / active EE | $3,760 | $2,471+52.2% | $5,198-27.7% | $3,514+7.0% |
| Admin fee / account holder | $271 | $472-42.5% | $13,954-98.1% | $847-68.0% |