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 MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $26,687 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,957 |
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 | $123,994 | $54,701+126.7% | $86,188+43.9% | $71,457+73.5% |
| Participation rate | 59.7% | 60.1%-0.4pp | 69.0%-9.3pp | 67.9%-8.2pp |
| Annual return | 20.08% | 20.06%0pp | 1168.45%-1148.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $691 | $1,265-45.4% | $2,380-71.0% | $2,588-73.3% |
| Participant deferral / active EE | $3,389 | $3,108+9.0% | $3,985-15.0% | $4,289-21.0% |
| Admin fee / account holder | $373 | $1,922-80.6% | $6,852-94.6% | $1,587-76.5% |