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 9-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 Service code 33 · EIN 41-1416330 | Securities brokerage | $131,678 |
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Trustee... | $7,662 |
US BANK6 years Filed as: US BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $0 |
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 | $244,069 | $52,406+365.7% | $129,207+88.9% | $74,495+227.6% |
| Participation rate | 90.2% | 53.8%+36.4pp | 69.6%+20.6pp | 67.2%+23.0pp |
| Annual return | 14.40% | 15.66%-1.3pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,165 | $1,531+302.8% | $4,153+48.4% | $2,623+135.0% |
| Participant deferral / active EE | $3,242 | $2,794+16.0% | $4,168-22.2% | $4,346-25.4% |
| Admin fee / account holder | $517 | $2,633-80.4% | $7,715-93.3% | $1,942-73.4% |