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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $27,395 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST CO Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $11,362 |
Filed as: MCGEE, HEARNE, & PAIZ, LLP Service code 10 · EIN 83-0331229 314 W. 18TH STREET · CHEYENNE, WY 82001 | Accounting | $8,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,627 | $45,073+41.2% | $69,455-8.4% | $72,985-12.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.69% | 22.65%-2.0pp | 28.97%-8.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,002 | $2,054+143.5% | $2,779+80.0% | $2,440+105.0% |
| Participant deferral / active EE | $2,339 | $2,602-10.1% | $3,535-33.8% | $3,607-35.2% |
| Admin fee / account holder | $477 | $3,056-84.4% | $3,839-87.6% | $5,124-90.7% |