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 15 · EIN 13-3689044 | Recordkeeping | $21,491 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $11,261 |
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 | $21,721 | $42,396-48.8% | $67,313-67.7% | $56,287-61.4% |
| Participation rate | 80.8% | 61.0%+19.9pp | 69.1%+11.8pp | 69.9%+11.0pp |
| Annual return | -4.61% | -36.63%+32.0pp | -4.08%-0.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,008 | $1,414-28.7% | $2,566-60.7% | $2,111-52.3% |
| Participant deferral / active EE | $1,662 | $2,360-29.6% | $3,568-53.4% | $3,350-50.4% |
| Admin fee / account holder | $164 | $510-67.8% | $4,507-96.4% | $521-68.5% |