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 | $35,254 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,144 | $91,407-37.5% | $135,903-58.0% | $71,457-20.0% |
| Participation rate | 83.3% | 75.7%+7.7pp | 81.9%+1.4pp | 67.9%+15.4pp |
| Annual return | 22.70% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $4,090 | $3,703+10.4% | $4,856-15.8% | $2,588+58.1% |
| Participant deferral / active EE | $7,280 | $7,092+2.7% | $7,758-6.2% | $4,289+69.7% |
| Admin fee / account holder | $288 | $1,266-77.2% | $10,762-97.3% | $1,587-81.8% |