See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $272,426 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $21,982 |
COHNREZNICK LLP10+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $21,105 |
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 | $95,729 | $95,880-0.2% | $107,525-11.0% | $85,563+11.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 13.16% | 68.06%-54.9pp | 181.32%-168.2pp | 31.51%-18.4pp |
| Employer contribution / active EE | $13,972 | $3,812+266.5% | $3,754+272.2% | $2,654+426.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $771 | $1,025-24.8% | $8,919-91.4% | $834-7.6% |