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 | $173,449 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $67,622 |
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 | $54,072 | $96,486-44.0% | $153,485-64.8% | $77,643-30.4% |
| Participation rate | 96.8% | 81.6%+15.2pp | 77.1%+19.7pp | 70.6%+26.2pp |
| Annual return | 12.75% | 14.44%-1.7pp | 15.65%-2.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,375 | $5,224-35.4% | $5,039-33.0% | $2,726+23.8% |
| Participant deferral / active EE | $5,391 | $6,609-18.4% | $6,757-20.2% | $4,647+16.0% |
| Admin fee / account holder | $560 | $182+206.6% | $12,724-95.6% | $430+30.0% |