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 MANAGEMENT8 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $86,388 |
TRAUTMANN MAHER & ASSOCIATES10+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $59,863 |
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 | $44,929 | $50,815-11.6% | $155,509-71.1% | $77,643-42.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.26% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,916 | $2,822+38.8% | $5,626-30.4% | $4,647-15.7% |
| Admin fee / account holder | $138 | $437-68.3% | $15,912-99.1% | $430-67.9% |