See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $35,970 |
MCGEE, HEARNE & PAIZ, LLP1 year Filed as: MCGEE HEARNE & PAIZ LLP Service code 10 314 W 18TH ST · CHEYENNE, WY 820014404 | Accounting | $15,882 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,119 | $53,822+60.0% | $75,696+13.8% | $85,850+0.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.57% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,295 | $2,017+113.0% | $2,743+56.6% | $2,565+67.4% |
| Participant deferral / active EE | $2,029 | $2,895-29.9% | $3,821-46.9% | $3,952-48.6% |
| Admin fee / account holder | $465 | $3,343-86.1% | $3,619-87.1% | $6,260-92.6% |