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 MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $25,124 |
BLUMSHAPIRO1 year Service code 10 · EIN 06-1009205 | Accounting | $22,181 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,067 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,479 | $74,552-73.9% | $62,995-69.1% | $69,631-72.0% |
| Participation rate | 82.8% | 78.3%+4.5pp | 74.8%+8.0pp | 70.7%+12.1pp |
| Annual return | 48.01% | 15.77%+32.2pp | 87.57%-39.6pp | 27571.02%-27523.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,235 | $2,974-24.9% | $3,329-32.9% | $3,224-30.7% |
| Admin fee / account holder | $50 | $59-16.1% | $3,600-98.6% | $110-54.9% |