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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.
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $17,725 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,288 |
PA RETIREMENT SOLUTIONS, INC.1+ years Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $11,827 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,646 | $82,978-28.1% | $129,995-54.1% | $71,457-16.5% |
| Participation rate | 84.3% | 74.1%+10.2pp | 78.5%+5.8pp | 67.9%+16.4pp |
| Annual return | 13.00% | 20.60%-7.6pp | -137.18%+150.2pp | 28.85%-15.9pp |
| Employer contribution / active EE | $751 | $2,622-71.4% | $4,320-82.6% | $2,588-71.0% |
| Participant deferral / active EE | $4,767 | $4,432+7.6% | $5,820-18.1% | $4,289+11.2% |
| Admin fee / account holder | $259 | $1,729-85.0% | $10,614-97.6% | $1,587-83.7% |