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 26 · EIN 41-1416330 | Advisory (Participants) | $47,500 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $32,262 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,026 | $82,917+99.0% | $103,333+59.7% | $77,643+112.5% |
| Participation rate | 42.0% | 71.6%-29.5pp | 74.5%-32.5pp | 70.6%-28.5pp |
| Annual return | 11.73% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,788 | $3,552-21.5% | $3,868-27.9% | $2,726+2.3% |
| Participant deferral / active EE | $3,147 | $4,108-23.4% | $5,057-37.8% | $4,647-32.3% |
| Admin fee / account holder | $309 | $638-51.5% | $8,355-96.3% | $430-28.2% |