See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $32,312 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,122 |
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 | $148,601 | $59,417+150.1% | $93,606+58.8% | $74,495+99.5% |
| Participation rate | 57.4% | 59.7%-2.3pp | 68.7%-11.4pp | 67.2%-9.8pp |
| Annual return | 17.99% | 81.83%-63.8pp | 133.20%-115.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $724 | $1,264-42.7% | $2,420-70.1% | $2,623-72.4% |
| Participant deferral / active EE | $3,398 | $3,050+11.4% | $4,411-23.0% | $4,346-21.8% |
| Admin fee / account holder | $420 | $3,021-86.1% | $8,285-94.9% | $1,942-78.4% |