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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,377 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,664 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,095 | $92,055-7.6% | $106,213-19.9% | $77,643+9.6% |
| Participation rate | 92.5% | 81.0%+11.4pp | 75.3%+17.2pp | 70.6%+21.9pp |
| Annual return | 13.32% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,735 | $3,367-18.8% | $3,171-13.8% | $2,726+0.3% |
| Participant deferral / active EE | $4,908 | $5,386-8.9% | $5,016-2.1% | $4,647+5.6% |
| Admin fee / account holder | $196 | $219-10.5% | $11,033-98.2% | $430-54.5% |