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 MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 41-1416330 | Shareholder Servicing | $23,400 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,247 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,210 |
MATRIX TRUST COMPANY4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,721 | $62,723+189.7% | $142,863+27.2% | $86,799+109.4% |
| Participation rate | 28.1% | 62.6%-34.5pp | 71.9%-43.9pp | 72.3%-44.2pp |
| Annual return | 14.78% | 17.62%-2.8pp | 5637.54%-5622.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $236 | $1,627-85.5% | $4,144-94.3% | $2,405-90.2% |
| Participant deferral / active EE | $2,107 | $3,039-30.7% | $3,837-45.1% | $4,131-49.0% |
| Admin fee / account holder | $195 | $140+39.7% | $6,560-97.0% | $170+15.0% |