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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $30,927 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,045 |
ACTUARIES UNLIMITED, INC.2 years Service code 13 16030 VENTURA BLVD #320 · ENCINO, CA 91436 | Contract Administrator | $8,836 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,287 | $93,571-17.4% | $135,903-43.1% | $75,163+2.8% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.8pp | 67.2%+28.5pp |
| Annual return | 18.04% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $8,000 | $3,537+126.2% | $4,856+64.7% | $2,670+199.6% |
| Participant deferral / active EE | $12,040 | $6,404+88.0% | $7,758+55.2% | $4,125+191.9% |
| Admin fee / account holder | $355 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |