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 | $113,256 |
RBC WEALTH MANAGEMENT4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,305 | $72,482-25.1% | $129,110-57.9% | $64,808-16.2% |
| Participation rate | 58.8% | 79.2%-20.4pp | 77.3%-18.4pp | 71.5%-12.6pp |
| Annual return | -17.70% | -9.08%-8.6pp | -10.94%-6.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $2,136 | $4,247-49.7% | $5,052-57.7% | $2,506-14.8% |
| Participant deferral / active EE | $3,871 | $5,679-31.8% | $6,542-40.8% | $4,310-10.2% |
| Admin fee / account holder | $593 | $144+310.9% | $14,302-95.9% | $188+215.8% |