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 MANAGEMENT4 years Service code 27 1375 W MAIN STREET · DE PERE, WI 54115 | Advisory (Plan) | $74,857 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,479 |
PENSION INC.6 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $8,481 |
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 | $58,407 | $71,142-17.9% | $119,609-51.2% | $64,808-9.9% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+20.0pp | 71.5%+27.8pp |
| Annual return | -16.24% | -10.01%-6.2pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,073 | $2,497+23.0% | $4,232-27.4% | $2,506+22.6% |
| Participant deferral / active EE | $5,662 | $4,490+26.1% | $5,602+1.1% | $4,310+31.4% |
| Admin fee / account holder | $467 | $162+187.8% | $10,323-95.5% | $188+148.4% |