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 | Float revenue; Investment management;... | $126,487 |
RBC WEALTH MANAGEMENT5+ years Service code 16 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $50,072 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $63,980 | $73,404-12.8% | $87,100-26.5% | $67,579-5.3% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.9%+21.4pp | 71.3%+27.0pp |
| Annual return | 22.03% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,157 | $2,014-42.5% | $2,521-54.1% | $2,148-46.1% |
| Participant deferral / active EE | $2,872 | $3,913-26.6% | $4,049-29.1% | $3,539-18.9% |
| Admin fee / account holder | $269 | $142+89.7% | $7,497-96.4% | $142+88.7% |