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 | $20,701 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $9,046 |
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 | $26,861 | $47,922-43.9% | $75,886-64.6% | $65,185-58.8% |
| Participation rate | 98.2% | 63.0%+35.2pp | 69.3%+28.9pp | 70.2%+28.0pp |
| Annual return | 18.91% | 24.12%-5.2pp | 30.76%-11.8pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,245 | $1,557-20.1% | $2,500-50.2% | $2,177-42.8% |
| Participant deferral / active EE | $2,174 | $2,550-14.7% | $3,603-39.7% | $3,514-38.1% |
| Admin fee / account holder | $160 | $532-69.8% | $5,418-97.0% | $847-81.1% |