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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $40,029 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $21,174 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87111 | Contract Administrator; Claims proces... | $7,300 |
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 | $66,339 | $92,971-28.6% | $96,683-31.4% | $74,419-10.9% |
| Participation rate | 94.8% | 71.5%+23.3pp | 74.3%+20.5pp | 70.7%+24.1pp |
| Annual return | 17.10% | 37.49%-20.4pp | 35.69%-18.6pp | 34.38%-17.3pp |
| Employer contribution / active EE | $8,858 | $3,426+158.6% | $3,737+137.1% | $2,637+235.9% |
| Participant deferral / active EE | $3,446 | $3,970-13.2% | $4,878-29.4% | $4,528-23.9% |
| Admin fee / account holder | $438 | $633-30.8% | $6,730-93.5% | $348+25.9% |