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 | $9,248 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,906 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,197 | $76,050-56.3% | $96,544-65.6% | $71,457-53.5% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 16.26% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,003 | $2,244-55.3% | $2,965-66.2% | $2,588-61.2% |
| Participant deferral / active EE | $1,794 | $4,215-57.4% | $4,851-63.0% | $4,289-58.2% |
| Admin fee / account holder | $119 | $2,707-95.6% | $8,252-98.6% | $1,587-92.5% |