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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $51,560 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O.BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $31,531 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS,INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Claims processing; Contract Administr... | $9,400 |
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 | $67,081 | $95,880-30.0% | $107,525-37.6% | $85,563-21.6% |
| Participation rate | 92.3% | 70.1%+22.2pp | 75.1%+17.2pp | 66.0%+26.3pp |
| Annual return | 15.29% | 68.06%-52.8pp | 181.32%-166.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $10,076 | $3,812+164.3% | $3,754+168.4% | $2,654+279.7% |
| Participant deferral / active EE | $3,017 | $4,201-28.2% | $5,116-41.0% | $4,375-31.1% |
| Admin fee / account holder | $447 | $1,025-56.4% | $8,919-95.0% | $834-46.4% |