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 | $28,792 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $11,981 |
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 | $31,421 | $48,265-34.9% | $68,791-54.3% | $68,494-54.1% |
| Participation rate | 93.8% | 60.7%+33.1pp | 69.0%+24.7pp | 67.9%+25.9pp |
| Annual return | -17.89% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,658 | $2,867-7.3% | $3,941-32.5% | $4,027-34.0% |
| Admin fee / account holder | $229 | $4,355-94.8% | $4,932-95.4% | $5,403-95.8% |