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 | $26,659 |
RBC WEALTH MANAGEMENT1 year 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.
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 | $19,234 | $50,458-61.9% | $159,960-88.0% | $64,808-70.3% |
| Participation rate | 59.5% | 68.0%-8.5pp | 78.0%-18.4pp | 71.5%-11.9pp |
| Annual return | -19.01% | -13.42%-5.6pp | 408.60%-427.6pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,213 | $1,722-29.6% | $4,226-71.3% | $2,506-51.6% |
| Participant deferral / active EE | $2,734 | $4,004-31.7% | $6,182-55.8% | $4,310-36.6% |
| Admin fee / account holder | $161 | $706-77.2% | $8,698-98.1% | $188-14.1% |