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 MANAGEMENT2 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $62,259 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $38,653 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $4,320 |
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 | $117,186 | $104,317+12.3% | $159,436-26.5% | $86,799+35.0% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.2pp | 72.3%+23.8pp |
| Annual return | 15.54% | 26.32%-10.8pp | 263.57%-248.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,375 | $3,451-2.2% | $4,829-30.1% | $2,405+40.3% |
| Participant deferral / active EE | $9,165 | $6,837+34.0% | $7,352+24.7% | $4,131+121.9% |
| Admin fee / account holder | $204 | $172+18.6% | $10,799-98.1% | $170+20.5% |