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 LLC6+ years Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $66,450 |
TIAA6+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $42,562 |
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 | $84,409 | $58,879+43.4% | $178,490-52.7% | $73,488+14.9% |
| Participation rate | 59.0% | 66.2%-7.2pp | 81.9%-22.9pp | 70.7%-11.7pp |
| Annual return | 14.91% | 24.86%-9.9pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $631 | $2,236-71.8% | $5,011-87.4% | $2,270-72.2% |
| Participant deferral / active EE | $3,902 | $2,567+52.0% | $5,202-25.0% | $3,740+4.4% |
| Admin fee / account holder | $562 | $400+40.4% | $13,984-96.0% | $513+9.5% |