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 MANAGEMENT8+ years Service code 26 THE TURNBRIDGE GROUP · LEMOYNE, PA 17043 | Advisory (Participants) | $59,983 |
NWPS3 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $30,575 |
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 | $164,886 | $73,867+123.2% | $143,757+14.7% | $68,494+140.7% |
| Participation rate | 95.9% | 66.7%+29.2pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -14.00% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,137 | $3,184-32.9% | $4,951-56.8% | $2,596-17.7% |
| Participant deferral / active EE | $6,045 | $3,384+78.6% | $5,637+7.2% | $4,027+50.1% |
| Admin fee / account holder | $596 | $5,755-89.6% | $14,673-95.9% | $5,403-89.0% |