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 |
|---|---|---|
RBC WEALTH MANAGEMENT8 years Service code 22 635 N 12TH STREET · LEMOYNE, PA 17043 | Insurance Broker | $57,815 |
NWPS5 years Service code 37 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Loan Processing | $47,692 |
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 | $58,816 | $50,982+15.4% | $154,803-62.0% | $85,563-31.3% |
| Participation rate | 99.7% | 59.8%+39.9pp | 78.1%+21.6pp | 66.0%+33.7pp |
| Annual return | 14.89% | 30.35%-15.5pp | 58.88%-44.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,487 | $1,708+104.1% | $4,305-19.0% | $2,654+31.4% |
| Participant deferral / active EE | $3,422 | $2,474+38.3% | $5,540-38.2% | $4,375-21.8% |
| Admin fee / account holder | $238 | $846-71.8% | $14,329-98.3% | $834-71.4% |