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 |
|---|---|---|
SWEENEY CONRAD, P.S.6 years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $15,500 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,906 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,735 | $76,050-9.6% | $96,544-28.8% | $71,457-3.8% |
| Participation rate | 46.6% | 74.4%-27.8pp | 76.0%-29.4pp | 67.9%-21.4pp |
| Annual return | 17.84% | 22.81%-5.0pp | 25.84%-8.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $142 | $2,244-93.7% | $2,965-95.2% | $2,588-94.5% |
| Participant deferral / active EE | $2,533 | $4,215-39.9% | $4,851-47.8% | $4,289-40.9% |
| Admin fee / account holder | $337 | $2,707-87.5% | $8,252-95.9% | $1,587-78.8% |