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 MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,797 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,865 | $71,883+47.3% | $86,677+22.1% | $68,494+54.6% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -13.41% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,187 | $3,779+143.1% | $4,656+97.3% | $4,027+128.1% |
| Admin fee / account holder | $461 | $6,112-92.5% | $7,493-93.9% | $5,403-91.5% |