Filed December 26, 2024
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 | $61,130 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,226 |
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 | $60,290 | $52,224+15.4% | $88,946-32.2% | $102,872-41.4% |
| Participation rate | 82.5% | 40.8%+41.7pp | 68.8%+13.6pp | 73.0%+9.5pp |
| Annual return | 18.31% | 16.96%+1.3pp | 57.82%-39.5pp | 19.06%-0.8pp |
| Employer contribution / active EE | $2,414 | $1,241+94.6% | $2,555-5.5% | $3,526-31.5% |
| Participant deferral / active EE | $4,334 | $2,611+66.0% | $4,581-5.4% | $5,535-21.7% |
| Admin fee / account holder | $85 | $1,723-95.1% | $8,261-99.0% | $292-71.1% |