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 |
|---|---|---|
Filed as: RBC USA HOLDCO CORPORATION RBC CAPI Service code 27 181 WASHINGTON ST · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $35,210 |
FHH LOS ANGELES LLP2 years Service code 99 9301 OAKDALE AVE #230 · CHATSWORTH, CA 91311 | Other Fees | $14,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,910 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,410 | $59,417+109.4% | $93,606+32.9% | $74,495+67.0% |
| Participation rate | 69.2% | 59.7%+9.6pp | 68.7%+0.5pp | 67.2%+2.0pp |
| Annual return | 12.72% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,613 | $1,264+186.0% | $2,420+49.3% | $2,623+37.8% |
| Participant deferral / active EE | $6,543 | $3,050+114.5% | $4,411+48.3% | $4,346+50.6% |
| Admin fee / account holder | $434 | $3,021-85.6% | $8,285-94.8% | $1,942-77.6% |