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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $66,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,194 | $73,102-12.2% | $123,544-48.0% | $56,287+14.0% |
| Participation rate | 94.3% | 74.3%+20.0pp | 82.3%+12.0pp | 69.9%+24.4pp |
| Annual return | -5.62% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,088 | $2,977+3.7% | $4,628-33.3% | $2,111+46.3% |
| Participant deferral / active EE | $10,145 | $5,423+87.1% | $6,426+57.9% | $3,350+202.8% |
| Admin fee / account holder | $177 | $554-67.9% | $9,284-98.1% | $521-65.9% |