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 MANAGEMENT3 years Service code 27 1375 W MAIN STREET · DE PERE, WI 54115 | Advisory (Plan) | $77,430 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,514 |
PENSION INC.5 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $9,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,158 | $86,225-16.3% | $146,665-50.8% | $86,799-16.9% |
| Participation rate | 99.6% | 78.0%+21.6pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 15.42% | 31.23%-15.8pp | 22.74%-7.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $3,093 | $2,392+29.3% | $4,136-25.2% | $2,405+28.6% |
| Participant deferral / active EE | $5,360 | $4,245+26.3% | $5,506-2.6% | $4,131+29.8% |
| Admin fee / account holder | $510 | $195+160.9% | $10,280-95.0% | $170+200.6% |