See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,277 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,272 |
PARACLE ADVISORS LLC3 years Service code 27 · EIN 81-0643042 | Advisory (Plan) | $9,649 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $344 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,788 | $100,801+59.5% | $149,696+7.4% | $73,409+119.0% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 15.32% | 265.34%-250.0pp | 276.60%-261.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $3,047 | $3,312-8.0% | $4,644-34.4% | $2,234+36.4% |
| Participant deferral / active EE | $8,862 | $6,404+38.4% | $6,842+29.5% | $3,805+132.9% |
| Admin fee / account holder | $118 | $181-34.7% | $9,309-98.7% | $158-25.2% |