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 |
|---|---|---|
RBC WEALTH MANAGEMENT7 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $54,195 |
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $22,372 |
MATRIX TRUST COMPANY7 years Service code 26 · EIN 75-3182674 | Advisory (Participants) | $8,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,183 | $106,028-8.3% | $146,958-33.9% | $77,643+25.2% |
| Participation rate | 77.4% | 78.4%-1.0pp | 82.2%-4.7pp | 70.6%+6.8pp |
| Annual return | 15.88% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,524 | $4,063-13.3% | $4,933-28.6% | $2,726+29.3% |
| Participant deferral / active EE | $8,147 | $7,990+2.0% | $8,070+1.0% | $4,647+75.3% |
| Admin fee / account holder | $319 | $337-5.6% | $12,998-97.5% | $430-26.0% |