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 MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS CORP Service code 55 · EIN 41-1416330 | Other Commissions | $37,204 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $4,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,482 | $93,182-9.3% | $146,665-42.4% | $79,386+6.4% |
| Participation rate | 61.6% | 76.4%-14.9pp | 80.1%-18.5pp | 70.7%-9.1pp |
| Annual return | 16.00% | 21.61%-5.6pp | 22.74%-6.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $892 | $2,420-63.1% | $4,136-78.4% | $2,427-63.2% |
| Participant deferral / active EE | $2,426 | $4,169-41.8% | $5,506-55.9% | $4,046-40.0% |
| Admin fee / account holder | $20 | $585-96.5% | $10,280-99.8% | $626-96.7% |