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 MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,494 | $73,867+23.9% | $143,757-36.4% | $68,494+33.6% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.6pp | 67.9%+10.9pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,098 | $3,184+122.9% | $4,951+43.4% | $2,596+173.4% |
| Participant deferral / active EE | $5,144 | $3,384+52.0% | $5,637-8.7% | $4,027+27.7% |
| Admin fee / account holder | $63 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |