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 MANAGEMENT10+ years Service code 27 60 S 6TH ST COMMISSIONS · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $23,494 |
Filed as: R.L. COMPTON & ASSOCIATES INC Service code 13 403 ALLEGHENY AVENUE · TOWSON, MD 21204 | Contract Administrator | $18,682 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,388 |
Filed as: EMPOWER ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,494 |
KIMBERLY C WALKER PC7 years Filed as: KIMBERLY F PALMISANO, CPA, PA Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $10,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,242 | $81,248+17.2% | $155,509-38.8% | $80,856+17.8% |
| Participation rate | 45.2% | 66.2%-21.1pp | 78.2%-33.0pp | 67.6%-22.5pp |
| Annual return | 16.25% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $558 | $3,100-82.0% | $4,672-88.1% | $2,755-79.8% |
| Participant deferral / active EE | $2,084 | $3,452-39.6% | $5,626-63.0% | $4,296-51.5% |
| Admin fee / account holder | $123 | $7,997-98.5% | $15,912-99.2% | $6,918-98.2% |