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 CORP Service code 26 · EIN 41-1416330 6301 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Advisory (Participants) | $39,588 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $14,700 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87111 | Claims processing; Contract Administr... | $6,900 |
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 | $53,318 | $106,236-49.8% | $112,228-52.5% | $64,808-17.7% |
| Participation rate | 94.7% | 71.7%+23.1pp | 75.1%+19.7pp | 71.5%+23.3pp |
| Annual return | -15.78% | -6.02%-9.8pp | 27.45%-43.2pp | 32.82%-48.6pp |
| Employer contribution / active EE | $8,748 | $3,166+176.3% | $3,635+140.7% | $2,506+249.1% |
| Participant deferral / active EE | $2,953 | $3,785-22.0% | $4,728-37.5% | $4,310-31.5% |
| Admin fee / account holder | $396 | $452-12.2% | $6,410-93.8% | $188+111.1% |