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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 53 250 NICOLLET MALL #1600 · MINNEAPOLIS, MN 55401 | Insurance Commissions | $22,898 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $3,657 |
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 | $34,928 | $49,451-29.4% | $79,550-56.1% | $66,914-47.8% |
| Participation rate | 60.9% | 61.3%-0.4pp | 69.5%-8.6pp | 69.8%-8.9pp |
| Annual return | -14.56% | 84.25%-98.8pp | 0.16%-14.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,135 | $1,266-10.3% | $2,413-53.0% | $2,544-55.4% |
| Participant deferral / active EE | $2,108 | $3,159-33.3% | $3,985-47.1% | $4,237-50.3% |
| Admin fee / account holder | $138 | $595-76.9% | $6,832-98.0% | $593-76.8% |