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 Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 | Advisory (Plan) | $75,947 |
TIAA11+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $52,803 |
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 | $108,261 | $49,915+116.9% | $154,803-30.1% | $74,304+45.7% |
| Participation rate | 97.3% | 54.0%+43.3pp | 78.1%+19.2pp | 60.3%+36.9pp |
| Annual return | 16.40% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,896 | $1,611+17.7% | $4,305-56.0% | $2,241-15.4% |
| Participant deferral / active EE | $7,136 | $2,255+216.5% | $5,540+28.8% | $3,767+89.4% |
| Admin fee / account holder | $578 | $2,189-73.6% | $14,329-96.0% | $2,969-80.5% |