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 Service code 99 · EIN 41-1416330 | Other Fees | $46,638 |
PINNACLE PENSION SERVICES2 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $13,328 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $12,300 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART Service code 29 | Legal | $7,999 |
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 | $109,167 | $50,458+116.4% | $159,960-31.8% | $64,808+68.4% |
| Participation rate | 81.9% | 68.0%+13.8pp | 78.0%+3.9pp | 71.5%+10.4pp |
| Annual return | -15.11% | -13.42%-1.7pp | 408.60%-423.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,218 | $1,722+86.9% | $4,226-23.8% | $2,506+28.4% |
| Participant deferral / active EE | $5,368 | $4,004+34.1% | $6,182-13.2% | $4,310+24.5% |
| Admin fee / account holder | $317 | $706-55.1% | $8,698-96.4% | $188+68.6% |