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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $39,254 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,800 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,280 |
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 | $92,124 | $48,230+91.0% | $67,502+36.5% | $80,856+13.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.11% | 18.28%-4.2pp | 3512.12%-3498.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,413 | $2,020+19.5% | $2,731-11.6% | $2,755-12.4% |
| Participant deferral / active EE | $3,092 | $2,924+5.8% | $4,000-22.7% | $4,296-28.0% |
| Admin fee / account holder | $525 | $3,681-85.7% | $3,998-86.9% | $6,918-92.4% |