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 MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,419 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $45,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,480 | $50,982-20.6% | $154,803-73.9% | $85,563-52.7% |
| Participation rate | 35.4% | 59.8%-24.3pp | 78.1%-42.6pp | 66.0%-30.5pp |
| Annual return | 18.39% | 30.35%-12.0pp | 58.88%-40.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $2,389 | $1,708+39.8% | $4,305-44.5% | $2,654-10.0% |
| Participant deferral / active EE | $3,225 | $2,474+30.3% | $5,540-41.8% | $4,375-26.3% |
| Admin fee / account holder | $181 | $846-78.6% | $14,329-98.7% | $834-78.3% |