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 13 · EIN 42-0127290 | Contract Administrator | $61,060 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,157 | $72,554+6.3% | $138,135-44.1% | $73,488+5.0% |
| Participation rate | 53.3% | 74.8%-21.6pp | 78.7%-25.4pp | 70.7%-17.4pp |
| Annual return | 21.84% | 17.50%+4.3pp | 20.51%+1.3pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,165 | $3,511-38.3% | $5,587-61.2% | $2,270-4.6% |
| Participant deferral / active EE | $3,236 | $4,908-34.1% | $6,431-49.7% | $3,740-13.5% |
| Admin fee / account holder | $509 | $464+9.6% | $11,856-95.7% | $513-0.8% |