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 Service code 26 · EIN 41-1416330 | Advisory (Participants) | $47,500 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $37,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,137 | $92,971+64.7% | $96,683+58.4% | $74,419+105.8% |
| Participation rate | 41.3% | 71.5%-30.3pp | 74.3%-33.1pp | 70.7%-29.5pp |
| Annual return | 12.90% | 37.49%-24.6pp | 35.69%-22.8pp | 34.38%-21.5pp |
| Employer contribution / active EE | $2,274 | $3,426-33.6% | $3,737-39.1% | $2,637-13.8% |
| Participant deferral / active EE | $2,774 | $3,970-30.1% | $4,878-43.1% | $4,528-38.7% |
| Admin fee / account holder | $324 | $633-48.9% | $6,730-95.2% | $348-7.0% |