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 | $22,270 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,269 | $56,972+54.9% | $182,532-51.6% | $65,185+35.4% |
| Participation rate | 74.8% | 66.5%+8.3pp | 78.0%-3.2pp | 70.2%+4.6pp |
| Annual return | 24.83% | 27.67%-2.8pp | 148.54%-123.7pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,682 | $1,615+128.1% | $4,076-9.7% | $2,177+69.2% |
| Participant deferral / active EE | $8,445 | $3,526+139.5% | $5,524+52.9% | $3,514+140.3% |
| Admin fee / account holder | $306 | $528-42.0% | $8,592-96.4% | $847-63.9% |