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 GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 15 · EIN 95-1780067 | Recordkeeping | $94,244 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: MJM 401K Service code 26 · EIN 86-0882983 | Advisory (Participants) | $57,573 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,109 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,966 | $47,078+197.3% | $100,671+39.0% | $55,191+153.6% |
| Participation rate | 99.2% | 58.0%+41.2pp | 70.7%+28.5pp | 69.2%+30.1pp |
| Annual return | -1.72% | 0.65%-2.4pp | 20.43%-22.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $447 | $1,065-58.0% | $4,012-88.9% | $1,899-76.5% |
| Participant deferral / active EE | $9,953 | $2,038+388.3% | $3,144+216.6% | $3,046+226.7% |
| Admin fee / account holder | $193 | $153+26.3% | $4,850-96.0% | $91+113.1% |