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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $123,362 |
RBC WEALTH MANAGEMENT4+ years Service code 16 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $47,972 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $52,378 | $65,118-19.6% | $76,768-31.8% | $55,725-6.0% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | -4.26% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,527 | $1,941-21.3% | $2,485-38.6% | $2,078-26.5% |
| Participant deferral / active EE | $2,696 | $3,688-26.9% | $3,852-30.0% | $3,356-19.7% |
| Admin fee / account holder | $248 | $116+114.2% | $6,675-96.3% | $115+115.5% |