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 MANAGEMENT10+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $44,601 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,109 | $55,415+125.8% | $155,509-19.5% | $74,495+67.9% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 14.23% | 268.50%-254.3pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,917 | $2,267+116.9% | $4,672+5.2% | $2,623+87.5% |
| Participant deferral / active EE | $7,438 | $2,836+162.3% | $5,626+32.2% | $4,346+71.1% |
| Admin fee / account holder | $402 | $1,738-76.8% | $15,912-97.5% | $1,942-79.3% |