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: FIDUCIARY OUTSOURCING LLC Service code 31 · EIN 47-2079321 | Named fiduciary | $46,875 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $43,035 |
EDBERG & PERRY INC5 years Service code 15 · EIN 86-0738258 | Recordkeeping | $27,026 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $3,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,215 | $45,959-8.1% | $91,220-53.7% | $77,904-45.8% |
| Participation rate | 31.0% | 66.3%-35.3pp | 73.2%-42.2pp | 73.7%-42.7pp |
| Annual return | -10.10% | -5.32%-4.8pp | 114.01%-124.1pp | 12.21%-22.3pp |
| Employer contribution / active EE | $94 | $1,451-93.6% | $2,850-96.7% | $2,848-96.7% |
| Participant deferral / active EE | $1,542 | $3,283-53.0% | $4,234-63.6% | $4,806-67.9% |
| Admin fee / account holder | $252 | $99+155.3% | $5,420-95.3% | $133+90.2% |