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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $29,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,998 | $95,416+21.6% | $185,823-37.6% | $85,850+35.1% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.4pp |
| Annual return | 14.66% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $7,851 | $3,314+136.9% | $5,167+51.9% | $2,565+206.1% |
| Participant deferral / active EE | $4,353 | $3,423+27.2% | $5,568-21.8% | $3,952+10.2% |
| Admin fee / account holder | $51 | $7,213-99.3% | $16,237-99.7% | $6,260-99.2% |