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 52 · EIN 04-1590850 | Indirect Investment Fees | $22,720 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MGT, NWC 313-24576 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,000 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $7,965 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,010 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $80,396 | $54,320+48.0% | $67,652+18.8% | $52,331+53.6% |
| Participation rate | 90.0% | 73.6%+16.4pp | 75.7%+14.3pp | 68.1%+21.8pp |
| Annual return | 2.06% | 6.81%-4.8pp | 6625.04%-6623.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,960 | $1,544+221.3% | $2,266+118.9% | $1,882+163.6% |
| Participant deferral / active EE | $7,514 | $2,950+154.7% | $3,560+111.1% | $3,022+148.6% |
| Admin fee / account holder | $109 | $527-79.2% | $4,821-97.7% | $592-81.5% |