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 5-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 |
|---|---|---|
BROADVIEW2 years Filed as: BROADVIEW WEALTH Service code 53 #127 NE STE 127 · BELLEVUE, WA 98004 | Insurance Commissions | $18,787 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 99 · EIN 93-0998477 1193 ROYVONNE AVE SE SUITE 22 · SALEM, OR 97302 | Other Fees | $6,250 |
RBC WEALTH MANAGEMENT1 year Service code 53 250 NICOLLET MALL, SUITE 1400 · MINNEAPOLIS, MN 55401 | Insurance Commissions | $5,056 |
THE VANGUARD GROUP, INC.2 years Service code 99 · EIN 23-1945930 | Other Fees | $4,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,477 | $79,013-29.8% | $100,391-44.7% | $74,495-25.5% |
| Participation rate | 69.2% | 79.5%-10.2pp | 81.5%-12.3pp | 67.2%+2.0pp |
| Annual return | 14.77% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,273 | $3,021-24.8% | $3,942-42.3% | $2,623-13.3% |
| Participant deferral / active EE | $15,318 | $7,760+97.4% | $8,082+89.5% | $4,346+252.5% |
| Admin fee / account holder | $185 | $1,320-86.0% | $7,899-97.7% | $1,942-90.5% |