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 Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG, P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $36,409 |
MCGEE, HEARNE & PAIZ, LLP2 years Filed as: MCGEE HEARNE & PAIZ LLP Service code 10 314 W 18TH ST · CHEYENNE, WY 820014404 | Accounting | $16,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,659 | $42,894+62.4% | $60,874+14.4% | $68,494+1.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.86% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,689 | $1,978+137.0% | $2,701+73.6% | $2,596+80.6% |
| Participant deferral / active EE | $2,416 | $2,867-15.7% | $3,817-36.7% | $4,027-40.0% |
| Admin fee / account holder | $463 | $3,101-85.1% | $3,224-85.6% | $5,403-91.4% |