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 MANAGEMENT4 years Service code 55 · EIN 41-1416330 | Other Commissions | $46,231 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$36,060 |
Participant contribution per participant 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 | $88,448 | $49,915+77.2% | $154,803-42.9% | $74,304+19.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.34% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.1pp |
| Employer contribution / active EE | $6,438 | $1,611+299.6% | $4,305+49.5% | $2,241+187.3% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | -$147 | $2,189-106.7% | $14,329-101.0% | $2,969-104.9% |