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 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $86,072 |
RBC WEALTH MANAGEMENT1+ years Service code 16 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $9,561 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,834 | $72,770-56.3% | $67,652-52.9% | $55,191-42.3% |
| Participation rate | 62.1% | 78.8%-16.7pp | 75.7%-13.6pp | 69.2%-7.0pp |
| Annual return | 0.73% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,221 | $3,408-64.2% | $3,560-65.7% | $3,046-59.9% |
| Admin fee / account holder | $154 | $79+95.7% | $4,821-96.8% | $91+69.9% |