See peer percentile detail. $4.99 for your first month.
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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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $31,447 |
ASCENSUS LLC6 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 3050 BUSINESS PARK CIRCLE, STE 402 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $23,177 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $3,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,292 | $101,317+27.6% | $146,958-12.0% | $74,495+73.6% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.5pp | 67.2%+21.5pp |
| Annual return | 20.75% | 8730.91%-8710.2pp | 418.34%-397.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $11,141 | $3,810+192.4% | $4,933+125.8% | $2,623+324.7% |
| Participant deferral / active EE | $10,436 | $7,303+42.9% | $8,070+29.3% | $4,346+140.2% |
| Admin fee / account holder | $463 | $1,739-73.4% | $12,998-96.4% | $1,942-76.1% |