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 |
|---|---|---|
Filed as: RBC INSTITUTIONAL CONSULTING Service code 16 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Consulting | $99,308 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $57,225 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$40,178 |
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 | $151,971 | $88,982+70.8% | $102,438+48.4% | $77,671+95.7% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 18.41% | 25.01%-6.6pp | 29.37%-11.0pp | 31.21%-12.8pp |
| Employer contribution / active EE | $4,701 | $2,698+74.2% | $3,024+55.5% | $2,726+72.4% |
| Participant deferral / active EE | $19,362 | $5,144+276.4% | $5,054+283.1% | $4,648+316.6% |
| Admin fee / account holder | $275 | $236+17.0% | $9,448-97.1% | $430-36.0% |