See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS Service code 55 | Other Commissions | $6,173 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,960 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST · MINNEAPOLIS, MN 55401 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,082 | $363,850-93.4% | $155,790-84.5% | - |
| Participation rate | 30.3% | 50.7%-20.3pp | 76.1%-45.8pp | - |
| Annual return | -0.26% | -3.26%+3.0pp | 71.54%-71.8pp | - |
| Employer contribution / active EE | $359 | $1,069-66.4% | $3,836-90.6% | - |
| Participant deferral / active EE | $1,111 | $2,383-53.4% | $4,797-76.8% | - |
| Admin fee / account holder | $119 | $13,180-99.1% | $7,478-98.4% | - |