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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,129 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,412 | $84,487-34.4% | $125,339-55.8% | $66,914-17.2% |
| Participation rate | 82.5% | 76.4%+6.1pp | 82.4%+0.2pp | 69.8%+12.7pp |
| Annual return | -4.37% | -8.39%+4.0pp | 572.05%-576.4pp | 1.58%-6.0pp |
| Employer contribution / active EE | $4,437 | $3,553+24.9% | $4,814-7.8% | $2,544+74.4% |
| Participant deferral / active EE | $8,449 | $6,781+24.6% | $7,446+13.5% | $4,237+99.4% |
| Admin fee / account holder | $270 | $685-60.7% | $10,010-97.3% | $593-54.6% |