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 | $36,930 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $32,367 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,977 | $101,317-38.8% | $146,958-57.8% | $74,495-16.8% |
| Participation rate | 84.6% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.4pp |
| Annual return | 16.18% | 8730.91%-8714.7pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,737 | $3,810-1.9% | $4,933-24.2% | $2,623+42.5% |
| Participant deferral / active EE | $7,429 | $7,303+1.7% | $8,070-7.9% | $4,346+71.0% |
| Admin fee / account holder | $301 | $1,739-82.7% | $12,998-97.7% | $1,942-84.5% |