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 Service code 99 · EIN 41-1416330 | Other Fees | $46,782 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $10,250 |
Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $9,690 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,859 | $60,607+119.2% | $189,557-29.9% | $86,799+53.1% |
| Participation rate | 72.5% | 68.9%+3.6pp | 78.4%-6.0pp | 72.3%+0.2pp |
| Annual return | 12.66% | 65.18%-52.5pp | 64.17%-51.5pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,814 | $1,626+73.1% | $4,412-36.2% | $2,405+17.0% |
| Participant deferral / active EE | $5,300 | $3,895+36.1% | $6,174-14.1% | $4,131+28.3% |
| Admin fee / account holder | $285 | $159+79.8% | $9,807-97.1% | $170+68.3% |