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 | $131,721 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,924 |
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 | $57,833 | $102,197-43.4% | $142,449-59.4% | $74,419-22.3% |
| Participation rate | 64.2% | 79.8%-15.6pp | 76.8%-12.6pp | 70.7%-6.5pp |
| Annual return | 22.32% | 19.73%+2.6pp | 19.99%+2.3pp | 34.38%-12.1pp |
| Employer contribution / active EE | $2,072 | $5,052-59.0% | $4,847-57.3% | $2,637-21.5% |
| Participant deferral / active EE | $3,861 | $6,304-38.8% | $6,283-38.6% | $4,528-14.7% |
| Admin fee / account holder | $535 | $186+188.1% | $10,011-94.7% | $348+53.9% |