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 |
|---|---|---|
Filed as: R.L. COMPTON & ASSOCIATES INC Service code 13 403 ALLEGHENY AVENUE · TOWSON, MD 21204 | Contract Administrator | $29,290 |
RBC WEALTH MANAGEMENT9+ years Service code 27 60 S 6TH ST COMMISSIONS · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $25,511 |
KIMBERLY C WALKER PC6 years Filed as: KIMBERLY F PALMISANO, CPA, PA Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $13,375 |
Filed as: EMPOWER ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,020 | $61,272+29.0% | $149,673-47.2% | $71,457+10.6% |
| Participation rate | 46.2% | 62.5%-16.4pp | 78.8%-32.6pp | 67.9%-21.8pp |
| Annual return | 19.33% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $567 | $2,378-76.2% | $4,818-88.2% | $2,588-78.1% |
| Participant deferral / active EE | $2,075 | $2,917-28.9% | $5,680-63.5% | $4,289-51.6% |
| Admin fee / account holder | $94 | $1,261-92.5% | $13,210-99.3% | $1,587-94.0% |