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 MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $64,661 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $43,914 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $8,104 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY, LLC Service code 15 · EIN 86-0738258 | Recordkeeping | $5,000 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 41-0947998 | Bank Trustee | $400 |
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 | $58,161 | $56,467+3.0% | $95,585-39.2% | $102,872-43.5% |
| Participation rate | 26.7% | 62.1%-35.4pp | 72.1%-45.4pp | 73.0%-46.4pp |
| Annual return | 11.86% | 17.94%-6.1pp | 38.56%-26.7pp | 19.06%-7.2pp |
| Employer contribution / active EE | $75 | $1,216-93.9% | $2,527-97.0% | $3,526-97.9% |
| Participant deferral / active EE | $1,130 | $3,007-62.4% | $4,023-71.9% | $5,535-79.6% |
| Admin fee / account holder | $527 | $112+369.2% | $6,127-91.4% | $292+80.4% |