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 WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 53 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Insurance Commissions | $19,713 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $3,596 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 53 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Insurance Commissions | $1,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,717 | $59,263-31.3% | $96,562-57.8% | $79,386-48.7% |
| Participation rate | 59.5% | 61.9%-2.4pp | 69.8%-10.3pp | 70.7%-11.2pp |
| Annual return | 11.82% | 27.07%-15.2pp | 37.78%-26.0pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,043 | $1,216-14.2% | $2,356-55.7% | $2,427-57.0% |
| Participant deferral / active EE | $1,991 | $2,948-32.5% | $3,849-48.3% | $4,046-50.8% |
| Admin fee / account holder | $222 | $658-66.2% | $6,181-96.4% | $626-64.5% |