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 MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $23,929 |
TRAUTMANN MAHER & ASSOCIATES2 years Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $18,465 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,592 | $63,114+0.8% | $92,893-31.5% | $65,185-2.4% |
| Participation rate | 93.7% | 68.8%+24.9pp | 76.0%+17.7pp | 70.2%+23.5pp |
| Annual return | 19.57% | 28.75%-9.2pp | 109.41%-89.8pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,017 | $2,571-21.5% | $3,653-44.8% | $2,177-7.3% |
| Participant deferral / active EE | $3,087 | $3,108-0.7% | $4,236-27.1% | $3,514-12.2% |
| Admin fee / account holder | $367 | $624-41.2% | $5,794-93.7% | $847-56.7% |