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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $54,753 |
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $8,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,728 | $95,880+108.3% | $107,525+85.8% | $85,563+133.4% |
| Participation rate | 44.1% | 70.1%-26.0pp | 75.1%-30.9pp | 66.0%-21.8pp |
| Annual return | 14.28% | 68.06%-53.8pp | 181.32%-167.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,028 | $3,812-20.6% | $3,754-19.3% | $2,654+14.1% |
| Participant deferral / active EE | $3,594 | $4,201-14.5% | $5,116-29.7% | $4,375-17.9% |
| Admin fee / account holder | $262 | $1,025-74.4% | $8,919-97.1% | $834-68.6% |