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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES,INC. Service code 13 · EIN 16-1503696 | Contract Administrator | $37,186 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: CITY NATIONAL BANK TRUST & WEALTH M Service code 21 · EIN 55-0399328 | Bank Trustee | $6,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,112 | $52,090+17.3% | $95,745-36.2% | $80,160-23.8% |
| Participation rate | 9.0% | 67.0%-58.0pp | 72.3%-63.2pp | 72.9%-63.9pp |
| Annual return | 10.46% | 23.29%-12.8pp | 28.35%-17.9pp | 40.38%-29.9pp |
| Employer contribution / active EE | $200 | $1,548-87.1% | $2,835-92.9% | $2,978-93.3% |
| Participant deferral / active EE | $375 | $3,266-88.5% | $4,245-91.2% | $5,017-92.5% |
| Admin fee / account holder | $388 | $96+304.2% | $5,678-93.2% | $145+167.5% |