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 |
|---|---|---|
FIIOC1 year Service code 37 · EIN 04-2647786 | Loan Processing | $40,894 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $39,281 |
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 | $189,753 | $101,317+87.3% | $146,958+29.1% | $74,495+154.7% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 15.18% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $6,660 | $3,810+74.8% | $4,933+35.0% | $2,623+153.9% |
| Participant deferral / active EE | $16,797 | $7,303+130.0% | $8,070+108.1% | $4,346+286.5% |
| Admin fee / account holder | $598 | $1,739-65.6% | $12,998-95.4% | $1,942-69.2% |