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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 26 · EIN 39-1563018 | Advisory (Participants) | $35,602 |
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $23,155 |
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 | $142,327 | $132,049+7.8% | $200,582-29.0% | $74,304+91.5% |
| Participation rate | 79.8% | 84.1%-4.3pp | 86.9%-7.1pp | 60.3%+19.5pp |
| Annual return | 23.47% | 22.22%+1.3pp | 42.33%-18.9pp | 29.43%-6.0pp |
| Employer contribution / active EE | $3,728 | $4,558-18.2% | $6,419-41.9% | $2,241+66.4% |
| Participant deferral / active EE | $6,987 | $7,213-3.1% | $9,331-25.1% | $3,767+85.5% |
| Admin fee / account holder | $332 | $2,405-86.2% | $16,305-98.0% | $2,969-88.8% |