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 3-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 MANAGEMENT1+ years Filed as: RBC CAPITAL MARKET Service code 15 · EIN 41-1416330 1700 PENNSYLVANIA AVE · WASHINGTON, DC 20006 | Recordkeeping | $39,550 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $19,525 |
TIGERS EYE BENEFITS CONSULTING1+ years Service code 14 · EIN 52-1875589 147 W WASHINGTON STREET · HAGERSTOWN, MD 21740 | Plan Administrator | $19,394 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,200 | $65,435-1.9% | $86,677-25.9% | $66,914-4.1% |
| Participation rate | 74.4% | 75.5%-1.1pp | 76.6%-2.2pp | 69.8%+4.6pp |
| Annual return | 64.88% | -10.89%+75.8pp | 35.91%+29.0pp | 1.58%+63.3pp |
| Employer contribution / active EE | $1,878 | $2,153-12.8% | $2,836-33.8% | $2,544-26.2% |
| Participant deferral / active EE | $4,301 | $4,100+4.9% | $4,656-7.6% | $4,237+1.5% |
| Admin fee / account holder | $324 | $642-49.4% | $7,493-95.7% | $593-45.3% |