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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,642 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $30,003 |
Service code 10 · EIN 95-0858589 | Accounting | $13,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,040 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,820 | $64,119+169.5% | $112,228+54.0% | $66,914+158.3% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.1%+23.6pp | 69.8%+28.8pp |
| Annual return | -16.14% | -13.81%-2.3pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $5,325 | $3,005+77.2% | $3,635+46.5% | $2,544+109.3% |
| Participant deferral / active EE | $17,778 | $3,693+381.4% | $4,728+276.0% | $4,237+319.6% |
| Admin fee / account holder | $275 | $625-56.0% | $6,410-95.7% | $593-53.6% |