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; Direc... | $155,136 |
RBC WEALTH MANAGEMENT1+ years Service code 16 60 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Consulting | $105,379 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,703 | $80,177+55.5% | $123,892+0.7% | $57,658+116.3% |
| Participation rate | 93.3% | 74.4%+18.9pp | 81.4%+11.9pp | 70.2%+23.1pp |
| Annual return | 10.53% | 17.90%-7.4pp | 47.52%-37.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,608 | $2,913-44.8% | $4,617-65.2% | $1,974-18.5% |
| Participant deferral / active EE | $6,960 | $5,130+35.7% | $5,984+16.3% | $3,061+127.4% |
| Admin fee / account holder | $421 | $106+295.9% | $8,357-95.0% | $95+345.3% |