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) | $33,350 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,209 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,846 | $59,263+132.6% | $96,562+42.8% | $79,386+73.6% |
| Participation rate | 62.2% | 61.9%+0.3pp | 69.8%-7.6pp | 70.7%-8.5pp |
| Annual return | 29.39% | 27.07%+2.3pp | 37.78%-8.4pp | 116.85%-87.5pp |
| Employer contribution / active EE | $549 | $1,216-54.8% | $2,356-76.7% | $2,427-77.4% |
| Participant deferral / active EE | $2,530 | $2,948-14.2% | $3,849-34.3% | $4,046-37.5% |
| Admin fee / account holder | $413 | $658-37.3% | $6,181-93.3% | $626-34.1% |