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 10 · EIN 33-0905143 | Accounting | $119,562 |
RBC WEALTH MANAGEMENT9 years Service code 26 717 N. MCCARTHY ROAD · APPLETON, WI 54913 | Advisory (Participants) | $23,422 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,287 | $100,923+184.7% | $150,045+91.5% | $74,304+286.6% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.3%+13.7pp | 60.3%+35.7pp |
| Annual return | 16.58% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $11,569 | $3,463+234.0% | $4,693+146.5% | $2,241+416.2% |
| Participant deferral / active EE | $5,853 | $6,709-12.8% | $7,997-26.8% | $3,767+55.4% |
| Admin fee / account holder | $1,146 | $2,767-58.6% | $13,435-91.5% | $2,969-61.4% |