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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $16,000 |
Filed as: WILSHIRE ASSOC INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $914 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
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 | $48,169 | $49,451-2.6% | $79,550-39.4% | $66,914-28.0% |
| Participation rate | 41.5% | 61.3%-19.8pp | 69.5%-28.0pp | 69.8%-28.3pp |
| Annual return | -15.21% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $731 | $1,266-42.2% | $2,413-69.7% | $2,544-71.3% |
| Participant deferral / active EE | $2,850 | $3,159-9.8% | $3,985-28.5% | $4,237-32.7% |
| Admin fee / account holder | $316 | $595-46.9% | $6,832-95.4% | $593-46.8% |