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 MANAGEMENT4 years Service code 99 · EIN 41-1416330 | Other Fees | $26,749 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,913 |
Filed as: MORGAN STANLEY Service code 99 · EIN 82-0347110 | Other Fees | $14,630 |
PINNACLE PENSION SERVICES4 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $14,581 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,430 | $62,624+140.2% | $177,989-15.5% | $77,643+93.7% |
| Participation rate | 86.8% | 66.8%+20.0pp | 77.1%+9.7pp | 70.6%+16.3pp |
| Annual return | 11.13% | 16.16%-5.0pp | 294.48%-283.4pp | 31.24%-20.1pp |
| Employer contribution / active EE | $3,460 | $1,909+81.2% | $3,949-12.4% | $2,726+26.9% |
| Participant deferral / active EE | $5,693 | $4,219+34.9% | $6,276-9.3% | $4,647+22.5% |
| Admin fee / account holder | $455 | $386+18.0% | $10,363-95.6% | $430+5.8% |