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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST. COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $36,783 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,694 |
ACTUARIES UNLIMITED, INC.3 years Service code 13 16000 VENTURA BOULEVARD, SUITE 915 · ENCINO, CA 91436 | Contract Administrator | $10,509 |
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 | $85,465 | $102,317-16.5% | $146,958-41.8% | $80,856+5.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 11.95% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,783 | $3,713+109.6% | $4,933+57.8% | $2,755+182.5% |
| Participant deferral / active EE | $11,350 | $6,644+70.8% | $8,070+40.6% | $4,296+164.2% |
| Admin fee / account holder | $422 | $7,941-94.7% | $12,998-96.8% | $6,918-93.9% |