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 MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $70,156 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,080 |
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 | $48,680 | $41,317+17.8% | $85,969-43.4% | $55,191-11.8% |
| Participation rate | 94.3% | 54.5%+39.9pp | 76.5%+17.8pp | 69.2%+25.2pp |
| Annual return | -0.48% | 3.93%-4.4pp | 9.32%-9.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,781 | $1,198+48.7% | $3,474-48.7% | $1,899-6.2% |
| Participant deferral / active EE | $3,495 | $1,914+82.6% | $3,829-8.7% | $3,046+14.7% |
| Admin fee / account holder | $118 | $97+21.4% | $6,053-98.1% | $91+29.7% |