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 Service code 19 · EIN 41-1416330 | Securities Custodian | $32,702 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $30,031 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,110 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 19 · EIN 33-1151291 | Securities Custodian | $0 |
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).
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 | $146,574 | $54,121+170.8% | $134,143+9.3% | $73,409+99.7% |
| Participation rate | 33.8% | 64.4%-30.5pp | 72.2%-38.3pp | 72.2%-38.3pp |
| Annual return | 17.93% | -312.52%+330.5pp | 36.33%-18.4pp | 59.29%-41.4pp |
| Employer contribution / active EE | $218 | $1,402-84.4% | $3,704-94.1% | $2,234-90.2% |
| Participant deferral / active EE | $2,215 | $2,844-22.1% | $3,499-36.7% | $3,805-41.8% |
| Admin fee / account holder | $252 | $132+90.0% | $6,684-96.2% | $158+59.3% |