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 37 · EIN 04-2647786 | Loan Processing | $24,825 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,021 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $5,779 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,060 | $86,286+3.2% | $111,297-20.0% | $85,850+3.7% |
| Participation rate | 69.3% | 73.3%-4.0pp | 77.3%-8.0pp | 69.3%0pp |
| Annual return | 14.95% | 19.99%-5.0pp | 54.65%-39.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,970 | $2,043-3.6% | $2,731-27.8% | $2,565-23.2% |
| Participant deferral / active EE | $4,454 | $3,641+22.3% | $4,487-0.7% | $3,952+12.7% |
| Admin fee / account holder | $507 | $8,188-93.8% | $7,964-93.6% | $6,260-91.9% |