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 37 · EIN 04-2647786 | Loan Processing | $16,556 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,117 |
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 | $26,959 | $68,544-60.7% | $115,752-76.7% | $69,631-61.3% |
| Participation rate | 89.5% | 74.0%+15.6pp | 77.8%+11.7pp | 70.7%+18.8pp |
| Annual return | 19.15% | 20.97%-1.8pp | 19.41%-0.3pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $552 | $2,400-77.0% | $3,492-84.2% | $2,032-72.8% |
| Participant deferral / active EE | $4,738 | $3,887+21.9% | $5,204-8.9% | $3,224+47.0% |
| Admin fee / account holder | $55 | $90-39.3% | $6,278-99.1% | $110-50.4% |