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 5-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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $62,983 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $17,021 |
NWPS1 year Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $8,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,357 | $82,202+141.3% | $125,339+58.3% | $64,808+206.1% |
| Participation rate | 50.6% | 77.9%-27.3pp | 82.4%-31.8pp | 71.5%-20.9pp |
| Annual return | -27.53% | 3.48%-31.0pp | 572.05%-599.6pp | 32.82%-60.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,164 | $7,175+27.7% | $7,446+23.1% | $4,310+112.6% |
| Admin fee / account holder | $279 | $163+71.2% | $10,010-97.2% | $188+48.8% |