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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MANAGEMENT, INC. Service code 28 200 GLASTONBURY BLVD SUITE 103 · GLASTONBURY, CT 06033 | Investment Management | $135,593 |
COHNREZNICK LLP5+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,250 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $13,570 |
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 | $98,531 | $69,362+42.1% | $101,248-2.7% | $73,488+34.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 12.30% | 18.46%-6.2pp | 46.47%-34.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $11,185 | $2,628+325.6% | $3,660+205.6% | $2,270+392.7% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $751 | $704+6.7% | $5,945-87.4% | $513+46.4% |