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 MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $35,434 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,700 |
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 | $91,547 | $46,553+96.7% | $64,056+42.9% | $75,163+21.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.86% | 26.03%-9.2pp | 33.69%-16.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,720 | $1,974+139.1% | $2,747+71.8% | $2,670+76.8% |
| Participant deferral / active EE | $3,088 | $2,837+8.9% | $3,880-20.4% | $4,125-25.1% |
| Admin fee / account holder | $515 | $2,952-82.6% | $3,068-83.2% | $5,651-90.9% |