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 15 · EIN 01-0233346 | Recordkeeping | $3,521 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
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 | $35,609 | $71,050-49.9% | $93,606-62.0% | $80,856-56.0% |
| Participation rate | 89.0% | 60.4%+28.6pp | 68.7%+20.3pp | 67.6%+21.4pp |
| Annual return | 10.25% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,340 | $1,564+241.5% | $2,420+120.7% | $2,755+93.8% |
| Participant deferral / active EE | $3,483 | $4,034-13.6% | $4,411-21.0% | $4,296-18.9% |
| Admin fee / account holder | $316 | $6,945-95.5% | $8,285-96.2% | $6,918-95.4% |