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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $59,014 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $26,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,199 | $79,184-59.3% | $102,438-68.6% | $74,546-56.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 12.68% | 54.95%-42.3pp | 29.37%-16.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,710 | $2,362-27.6% | $3,024-43.5% | $2,624-34.9% |
| Participant deferral / active EE | $3,964 | $4,414-10.2% | $5,054-21.6% | $4,347-8.8% |
| Admin fee / account holder | $223 | $2,001-88.9% | $9,448-97.6% | $1,944-88.5% |