See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,183 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,313 | $61,156+59.1% | $185,823-47.6% | $79,386+22.6% |
| Participation rate | 63.1% | 66.6%-3.6pp | 81.7%-18.6pp | 70.7%-7.6pp |
| Annual return | 13.70% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,728 | $2,321+17.5% | $5,167-47.2% | $2,427+12.4% |
| Participant deferral / active EE | $4,765 | $2,789+70.9% | $5,568-14.4% | $4,046+17.8% |
| Admin fee / account holder | $313 | $710-55.8% | $16,237-98.1% | $626-50.0% |