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 | $24,992 |
RBC WEALTH MANAGEMENT3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,324 | $62,132+47.0% | $185,823-50.9% | $73,488+24.3% |
| Participation rate | 78.9% | 67.8%+11.1pp | 78.0%+0.9pp | 70.7%+8.3pp |
| Annual return | 25.24% | 20.44%+4.8pp | 35.95%-10.7pp | 28.51%-3.3pp |
| Employer contribution / active EE | $4,158 | $1,681+147.3% | $4,087+1.7% | $2,270+83.2% |
| Participant deferral / active EE | $9,441 | $3,711+154.4% | $5,632+67.6% | $3,740+152.5% |
| Admin fee / account holder | $302 | $419-27.8% | $9,500-96.8% | $513-41.1% |