Filed November 4, 2025 (most recent of 3 filings on file)
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 MANAGEMENT5+ years Filed as: RBC WEALTH MGT, NWC 313-24576 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $53,003 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $37,278 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $60,382 | $73,404-17.7% | $87,100-30.7% | $67,579-10.6% |
| Participation rate | 78.3% | 80.9%-2.5pp | 76.9%+1.5pp | 71.3%+7.0pp |
| Annual return | 21.81% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,007 | $2,014-50.0% | $2,521-60.0% | $2,148-53.1% |
| Participant deferral / active EE | $3,166 | $3,913-19.1% | $4,049-21.8% | $3,539-10.5% |
| Admin fee / account holder | $183 | $142+29.4% | $7,497-97.6% | $142+28.8% |