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 Service code 28 · EIN 41-1416330 | Investment Management | $64,264 |
Filed as: MORGAN STANLEY Service code 28 · EIN 11-3658445 | Investment Management | $14,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,509 | $79,171+9.3% | $102,423-15.5% | $74,495+16.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 7.55% | 54.93%-47.4pp | 29.32%-21.8pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $3,638 | $2,362+54.0% | $3,023+20.3% | $2,623+38.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $518 | $2,001-74.1% | $9,451-94.5% | $1,942-73.3% |