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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $26,486 |
VINCE COMEAUX2 years Filed as: VINCE & JOES FRUIT MARKET INC Service code 99 41790 GARFIELD RD · CLINTON TOWNSHIP, MI 48038 | Other Fees | $19,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,424 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,627 | $59,417-29.9% | $93,606-55.5% | $74,495-44.1% |
| Participation rate | 62.2% | 59.7%+2.5pp | 68.7%-6.5pp | 67.2%-5.0pp |
| Annual return | 7.75% | 81.83%-74.1pp | 133.20%-125.4pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $1,268 | $1,264+0.4% | $2,420-47.6% | $2,623-51.6% |
| Participant deferral / active EE | $2,432 | $3,050-20.3% | $4,411-44.9% | $4,346-44.0% |
| Admin fee / account holder | $237 | $3,021-92.2% | $8,285-97.1% | $1,942-87.8% |