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 MANAGEMENT7 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $77,498 |
TRAUTMANN MAHER & ASSOCIATES9+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $66,865 |
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 | $42,884 | $47,126-9.0% | $149,673-71.3% | $74,419-42.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.47% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,504 | $1,905+83.9% | $4,818-27.3% | $2,637+32.8% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $147 | $343-57.0% | $13,210-98.9% | $348-57.6% |