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 MANAGEMENT9+ years Service code 27 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $112,079 |
Service code 27 · EIN 93-0646988 | Advisory (Plan) | $101,775 |
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 | $196,949 | $61,272+221.4% | $149,673+31.6% | $71,457+175.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 9.70% | 35.85%-26.1pp | 134.42%-124.7pp | 28.85%-19.1pp |
| Employer contribution / active EE | $12,105 | $2,378+409.0% | $4,818+151.3% | $2,588+367.8% |
| Participant deferral / active EE | $7,321 | $2,917+151.0% | $5,680+28.9% | $4,289+70.7% |
| Admin fee / account holder | $1,381 | $1,261+9.4% | $13,210-89.5% | $1,587-13.0% |