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 MANAGEMENT2 years Service code 27 1375 W MAIN STREET · DE PERE, WI 54115 | Advisory (Plan) | $46,593 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,950 |
PENSION INC.4 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $4,574 |
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 | $64,485 | $78,419-17.8% | $133,956-51.9% | $73,409-12.2% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+25.9pp |
| Annual return | 16.02% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,384 | $2,044+16.6% | $3,919-39.2% | $2,234+6.7% |
| Participant deferral / active EE | $4,674 | $3,925+19.1% | $5,048-7.4% | $3,805+22.8% |
| Admin fee / account holder | $339 | $161+110.0% | $8,927-96.2% | $158+114.6% |