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 MANAGEMENT3 years Service code 99 · EIN 41-1416330 | Other Fees | $48,012 |
PINNACLE PENSION SERVICES3 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $21,644 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $13,605 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,052 | $56,638+127.9% | $169,368-23.8% | $74,419+73.4% |
| Participation rate | 86.5% | 67.5%+19.0pp | 77.1%+9.4pp | 70.7%+15.8pp |
| Annual return | 15.47% | 24.75%-9.3pp | 405.60%-390.1pp | 34.38%-18.9pp |
| Employer contribution / active EE | $3,170 | $2,027+56.4% | $4,013-21.0% | $2,637+20.2% |
| Participant deferral / active EE | $5,153 | $4,223+22.0% | $6,221-17.2% | $4,528+13.8% |
| Admin fee / account holder | $385 | $307+25.7% | $9,003-95.7% | $348+10.8% |