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 Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,465 |
Filed as: MCGEE, HEARNE & PAIZ LLP Service code 10 314 W 18TH ST · CHEYENNE, WY 820014404 | Accounting | $14,450 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,998 |
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 | $76,340 | $49,227+55.1% | $70,449+8.4% | $79,858-4.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.29% | 30.06%-13.8pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,831 | $2,099+130.2% | $2,737+76.5% | $2,471+95.5% |
| Participant deferral / active EE | $1,996 | $2,768-27.9% | $3,709-46.2% | $3,740-46.6% |
| Admin fee / account holder | $371 | $2,878-87.1% | $3,845-90.4% | $5,306-93.0% |