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 |
|---|---|---|
SWEENEY CONRAD, P.S.2+ years Service code 10 · EIN 91-1301672 | Accounting | $10,500 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $2,301 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,914 | $64,909+9.3% | $82,313-13.8% | $62,292+13.8% |
| Participation rate | 40.9% | 74.9%-33.9pp | 76.9%-36.0pp | 69.5%-28.6pp |
| Annual return | 16.36% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $73 | $1,676-95.7% | $2,428-97.0% | $2,042-96.4% |
| Participant deferral / active EE | $1,857 | $3,103-40.2% | $3,706-49.9% | $3,169-41.4% |
| Admin fee / account holder | $154 | $440-65.1% | $5,608-97.3% | $479-68.0% |