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 |
|---|---|---|
RBTK, LLP2 years Service code 10 · EIN 33-0567239 | Accounting | $33,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,709 | $78,672-64.8% | $109,143-74.6% | $85,850-67.7% |
| Participation rate | 97.7% | 68.3%+29.4pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 1.05% | 25.09%-24.0pp | 25.75%-24.7pp | 318.53%-317.5pp |
| Employer contribution / active EE | $2,011 | $2,735-26.4% | $3,722-46.0% | $2,565-21.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $359 | $5,469-93.4% | $6,752-94.7% | $6,260-94.3% |