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 MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,038 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,803 |
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 | $97,350 | $49,451+96.9% | $79,550+22.4% | $66,914+45.5% |
| Participation rate | 59.7% | 61.3%-1.6pp | 69.5%-9.8pp | 69.8%-10.1pp |
| Annual return | -14.90% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $608 | $1,266-51.9% | $2,413-74.8% | $2,544-76.1% |
| Participant deferral / active EE | $2,918 | $3,159-7.6% | $3,985-26.8% | $4,237-31.1% |
| Admin fee / account holder | $398 | $595-33.0% | $6,832-94.2% | $593-32.8% |