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 MANAGEMENT3 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,000 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $21,618 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,858 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,919 |
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 | $37,605 | $66,528-43.5% | $86,874-56.7% | $86,799-56.7% |
| Participation rate | 85.6% | 72.4%+13.2pp | 71.6%+13.9pp | 72.3%+13.3pp |
| Annual return | 15.17% | 19.56%-4.4pp | 63.52%-48.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,134 | $2,007-43.5% | $2,495-54.6% | $2,405-52.8% |
| Participant deferral / active EE | $2,138 | $3,240-34.0% | $3,699-42.2% | $4,131-48.3% |
| Admin fee / account holder | $133 | $148-9.9% | $5,828-97.7% | $170-21.3% |