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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,000 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $22,028 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,115 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,324 |
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 | $50,359 | $55,790-9.7% | $76,817-34.4% | $67,579-25.5% |
| Participation rate | 97.9% | 71.1%+26.8pp | 72.1%+25.8pp | 71.3%+26.6pp |
| Annual return | 20.52% | 64.45%-43.9pp | 1166.11%-1145.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,871 | $1,810+3.3% | $2,302-18.7% | $2,148-12.9% |
| Participant deferral / active EE | $2,019 | $2,875-29.8% | $3,336-39.5% | $3,539-42.9% |
| Admin fee / account holder | $167 | $159+4.9% | $6,420-97.4% | $142+17.4% |