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 LLC3 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 | Advisory (Plan) | $66,378 |
TIAA9+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $49,839 |
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 | $91,024 | $61,272+48.6% | $149,673-39.2% | $71,457+27.4% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.8pp | 67.9%+30.6pp |
| Annual return | 13.82% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,996 | $2,378-16.1% | $4,818-58.6% | $2,588-22.9% |
| Participant deferral / active EE | $7,666 | $2,917+162.8% | $5,680+35.0% | $4,289+78.8% |
| Admin fee / account holder | $554 | $1,261-56.1% | $13,210-95.8% | $1,587-65.1% |