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 MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $6,142 |
Filed as: ECONOMIC GROPUP PENSION SERVICES Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $2,847 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,718 |
Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,743 | $81,460-63.5% | $103,333-71.2% | $80,856-63.2% |
| Participation rate | 72.9% | 66.8%+6.1pp | 74.5%-1.6pp | 67.6%+5.3pp |
| Annual return | 22.82% | 25.55%-2.7pp | 24.88%-2.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,737 | $3,869-29.3% | $5,057-45.9% | $4,296-36.3% |
| Admin fee / account holder | $78 | $6,566-98.8% | $8,355-99.1% | $6,918-98.9% |