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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,053 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $10,300 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $896 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,183 | $59,186-8.5% | $76,768-29.4% | $56,287-3.7% |
| Participation rate | 48.6% | 75.2%-26.6pp | 77.0%-28.3pp | 69.9%-21.2pp |
| Annual return | -2.66% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $59 | $1,759-96.6% | $2,485-97.6% | $2,111-97.2% |
| Participant deferral / active EE | $1,949 | $3,255-40.1% | $3,852-49.4% | $3,350-41.8% |
| Admin fee / account holder | $262 | $489-46.3% | $6,675-96.1% | $521-49.6% |