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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,214 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE · BELLEVUE, WA 98004 | Accounting | $10,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $835 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,977 | $65,376-12.8% | $87,100-34.6% | $65,185-12.6% |
| Participation rate | 52.1% | 75.3%-23.3pp | 76.9%-24.8pp | 70.2%-18.1pp |
| Annual return | 19.20% | 31.27%-12.1pp | 28.19%-9.0pp | 29.38%-10.2pp |
| Employer contribution / active EE | $69 | $1,822-96.2% | $2,521-97.3% | $2,177-96.9% |
| Participant deferral / active EE | $2,328 | $3,388-31.3% | $4,049-42.5% | $3,514-33.7% |
| Admin fee / account holder | $241 | $520-53.7% | $7,497-96.8% | $847-71.6% |