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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,961 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,770 |
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 | $88,077 | $59,159+48.9% | $159,960-44.9% | $66,914+31.6% |
| Participation rate | 72.8% | 68.1%+4.7pp | 78.0%-5.2pp | 69.8%+3.0pp |
| Annual return | -15.42% | -12.26%-3.2pp | 408.60%-424.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,092 | $1,983+106.4% | $4,226-3.2% | $2,544+60.8% |
| Participant deferral / active EE | $9,221 | $4,395+109.8% | $6,182+49.2% | $4,237+117.6% |
| Admin fee / account holder | $343 | $591-42.0% | $8,698-96.1% | $593-42.2% |