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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $21,642 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,359 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,922 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,181 | $61,473-47.7% | $81,930-60.7% | $73,409-56.2% |
| Participation rate | 99.3% | 72.4%+27.0pp | 72.0%+27.3pp | 72.2%+27.2pp |
| Annual return | 9.89% | 28.26%-18.4pp | 29.49%-19.6pp | 59.29%-49.4pp |
| Employer contribution / active EE | $1,594 | $1,898-16.0% | $4,310-63.0% | $2,234-28.6% |
| Participant deferral / active EE | $1,503 | $3,080-51.2% | $7,107-78.9% | $3,805-60.5% |
| Admin fee / account holder | $125 | $125-0.2% | $5,158-97.6% | $158-20.6% |