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 LLC2 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $62,750 |
TIAA8+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50,350 |
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 | $82,630 | $65,061+27.0% | $143,757-42.5% | $66,914+23.5% |
| Participation rate | 58.2% | 65.2%-7.0pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -13.85% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,095 | $2,361-53.6% | $4,951-77.9% | $2,544-57.0% |
| Participant deferral / active EE | $4,261 | $2,919+46.0% | $5,637-24.4% | $4,237+0.6% |
| Admin fee / account holder | $568 | $502+13.2% | $14,673-96.1% | $593-4.3% |