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 Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $45,751 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $30,000 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $13,644 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $3,817 |
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.
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 | $45,843 | $52,090-12.0% | $95,745-52.1% | $80,160-42.8% |
| Participation rate | 32.2% | 67.0%-34.8pp | 72.3%-40.1pp | 72.9%-40.7pp |
| Annual return | 10.55% | 23.29%-12.7pp | 28.35%-17.8pp | 40.38%-29.8pp |
| Employer contribution / active EE | $104 | $1,548-93.3% | $2,835-96.3% | $2,978-96.5% |
| Participant deferral / active EE | $1,488 | $3,266-54.4% | $4,245-64.9% | $5,017-70.3% |
| Admin fee / account holder | $338 | $96+251.9% | $5,678-94.1% | $145+133.0% |