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 LLC4 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 | Advisory (Plan) | $71,036 |
TIAA10+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $46,052 |
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 | $99,094 | $55,415+78.8% | $155,509-36.3% | $74,495+33.0% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 13.45% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,846 | $2,267-18.6% | $4,672-60.5% | $2,623-29.6% |
| Participant deferral / active EE | $7,648 | $2,836+169.7% | $5,626+35.9% | $4,346+76.0% |
| Admin fee / account holder | $555 | $1,738-68.1% | $15,912-96.5% | $1,942-71.4% |