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 | $45,249 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,628 |
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 | $80,723 | $100,923-20.0% | $150,045-46.2% | $74,304+8.6% |
| Participation rate | 74.7% | 70.1%+4.6pp | 82.3%-7.6pp | 60.3%+14.4pp |
| Annual return | 19.64% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $2,598 | $3,463-25.0% | $4,693-44.6% | $2,241+15.9% |
| Participant deferral / active EE | $7,394 | $6,709+10.2% | $7,997-7.5% | $3,767+96.3% |
| Admin fee / account holder | $358 | $2,767-87.1% | $13,435-97.3% | $2,969-88.0% |