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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,859 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. SIXTH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,256 |
PA RETIREMENT SOLUTIONS, INC.7+ years Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $65,061-51.0% | $143,757-77.8% | $66,914-52.3% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-15.0pp | 69.8%-4.5pp |
| Annual return | -16.90% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $688 | $2,361-70.8% | $4,951-86.1% | $2,544-72.9% |
| Participant deferral / active EE | $1,775 | $2,919-39.2% | $5,637-68.5% | $4,237-58.1% |
| Admin fee / account holder | $280 | $502-44.1% | $14,673-98.1% | $593-52.7% |