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 |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC2+ years Filed as: RMB WEST, LLC Service code 27 · EIN 45-2322530 | Advisory (Plan) | $6,500 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,547 | $36,916-44.3% | $156,549-86.9% | $57,658-64.4% |
| Participation rate | 22.1% | 63.4%-41.3pp | 84.0%-61.9pp | 70.2%-48.1pp |
| Annual return | 10.95% | 12.38%-1.4pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $99 | $1,571-93.7% | $5,501-98.2% | $1,974-95.0% |
| Participant deferral / active EE | $565 | $1,926-70.7% | $4,871-88.4% | $3,061-81.5% |
| Admin fee / account holder | $51 | $82-37.9% | $13,027-99.6% | $95-45.8% |