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 | $2,750 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,778 | $63,905-14.3% | $74,183-26.2% | $57,658-5.0% |
| Participation rate | 92.4% | 79.8%+12.6pp | 76.6%+15.8pp | 70.2%+22.2pp |
| Annual return | 7.53% | 60.60%-53.1pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,423 | $1,840+31.7% | $2,370+2.3% | $1,974+22.8% |
| Participant deferral / active EE | $5,788 | $3,448+67.9% | $3,550+63.1% | $3,061+89.1% |
| Admin fee / account holder | $7 | $91-92.4% | $5,586-99.9% | $95-92.7% |