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 | Finders' fees / placement fees; Sales... | $59,313 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $32,850 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,539 | $79,519-33.9% | $95,952-45.2% | $73,409-28.4% |
| Participation rate | 99.6% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | -9.21% | 19.20%-28.4pp | 91.61%-100.8pp | 59.29%-68.5pp |
| Employer contribution / active EE | $2,434 | $2,048+18.8% | $2,541-4.2% | $2,234+9.0% |
| Participant deferral / active EE | $2,603 | $4,138-37.1% | $4,167-37.5% | $3,805-31.6% |
| Admin fee / account holder | $120 | $184-35.1% | $6,795-98.2% | $158-24.3% |