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 | $22,964 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,197 | $60,607-61.7% | $189,557-87.8% | $86,799-73.3% |
| Participation rate | 57.2% | 68.9%-11.7pp | 78.4%-21.3pp | 72.3%-15.1pp |
| Annual return | 11.53% | 65.18%-53.7pp | 64.17%-52.6pp | 97.91%-86.4pp |
| Employer contribution / active EE | $735 | $1,626-54.8% | $4,412-83.4% | $2,405-69.5% |
| Participant deferral / active EE | $2,500 | $3,895-35.8% | $6,174-59.5% | $4,131-39.5% |
| Admin fee / account holder | $176 | $159+11.1% | $9,807-98.2% | $170+4.1% |