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: FIDUCIARY OUTSOURCING LLC Service code 31 · EIN 47-2079321 | Named fiduciary | $46,875 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,035 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $37,834 |
EDBERG & PERRY INC4 years Service code 15 · EIN 86-0738258 | Recordkeeping | $27,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,242 | $52,886-18.2% | $109,895-60.7% | $93,030-53.5% |
| Participation rate | 30.7% | 66.4%-35.6pp | 74.2%-43.5pp | 73.9%-43.2pp |
| Annual return | 28.06% | 16.89%+11.2pp | 29.45%-1.4pp | 158.70%-130.6pp |
| Employer contribution / active EE | $147 | $1,248-88.3% | $2,842-94.8% | $2,706-94.6% |
| Participant deferral / active EE | $1,298 | $2,815-53.9% | $4,048-67.9% | $4,562-71.6% |
| Admin fee / account holder | $230 | $91+153.2% | $6,066-96.2% | $152+51.4% |