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 MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $22,886 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,695 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,325 | $56,503-39.3% | $70,092-51.0% | $64,808-47.0% |
| Participation rate | 67.5% | 70.5%-3.0pp | 70.5%-3.0pp | 71.5%-4.0pp |
| Annual return | -16.93% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,118 | $2,046-45.4% | $2,559-56.3% | $2,506-55.4% |
| Participant deferral / active EE | $2,142 | $3,389-36.8% | $3,849-44.3% | $4,310-50.3% |
| Admin fee / account holder | $156 | $160-3.0% | $6,267-97.5% | $188-17.2% |