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 |
|---|---|---|
RJC WEALTH MANAGEMENT LLC5+ years Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $52,047 |
TIAA5+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $33,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,255 | $62,928+13.2% | $172,739-58.7% | $67,579+5.4% |
| Participation rate | 55.9% | 64.5%-8.6pp | 82.6%-26.7pp | 71.3%-15.4pp |
| Annual return | 33.04% | 30.36%+2.7pp | 802.84%-769.8pp | 378.56%-345.5pp |
| Employer contribution / active EE | $2,308 | $1,636+41.0% | $5,143-55.1% | $2,148+7.4% |
| Participant deferral / active EE | $3,475 | $2,145+62.0% | $5,198-33.1% | $3,539-1.8% |
| Admin fee / account holder | $452 | $167+171.1% | $13,954-96.8% | $142+217.5% |