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 | $113,289 |
RBC WEALTH MANAGEMENT3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,406 | $82,274-18.1% | $152,466-55.8% | $79,386-15.1% |
| Participation rate | 66.8% | 76.4%-9.6pp | 78.2%-11.4pp | 70.7%-3.9pp |
| Annual return | 18.80% | 7959.84%-7941.0pp | 757.33%-738.5pp | 116.85%-98.1pp |
| Employer contribution / active EE | $2,333 | $3,613-35.4% | $4,327-46.1% | $2,427-3.9% |
| Participant deferral / active EE | $3,772 | $4,969-24.1% | $5,820-35.2% | $4,046-6.8% |
| Admin fee / account holder | $640 | $632+1.2% | $15,805-96.0% | $626+2.2% |