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 13 · EIN 42-0127290 | Contract Administrator | $27,826 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,565 | $67,703-17.9% | $127,761-56.5% | $65,185-14.8% |
| Participation rate | 53.2% | 74.5%-21.3pp | 79.0%-25.8pp | 70.2%-17.0pp |
| Annual return | 31.32% | 24.36%+7.0pp | 26.14%+5.2pp | 29.38%+1.9pp |
| Employer contribution / active EE | $2,235 | $3,724-40.0% | $4,574-51.1% | $2,177+2.7% |
| Participant deferral / active EE | $3,177 | $4,787-33.6% | $6,021-47.2% | $3,514-9.6% |
| Admin fee / account holder | $203 | $618-67.2% | $9,395-97.8% | $847-76.0% |