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 | $23,314 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $12,646 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,097 | $60,776-39.0% | $85,682-56.7% | $79,386-53.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 13.30% | 16.57%-3.3pp | 21.49%-8.2pp | 116.85%-103.6pp |
| Employer contribution / active EE | $31 | $1,663-98.1% | $2,618-98.8% | $2,427-98.7% |
| Participant deferral / active EE | $2,577 | $2,919-11.7% | $3,923-34.3% | $4,046-36.3% |
| Admin fee / account holder | $182 | $438-58.5% | $6,873-97.3% | $626-70.9% |