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 MANAGEMENT3+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $41,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,977 | $50,637+144.8% | $86,590+43.2% | $62,292+99.0% |
| Participation rate | 67.9% | 67.9%0pp | 73.5%-5.6pp | 69.5%-1.6pp |
| Annual return | 17.72% | 20.80%-3.1pp | 964.84%-947.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,887 | $2,611+48.9% | $3,609+7.7% | $3,169+22.7% |
| Admin fee / account holder | $279 | $413-32.4% | $4,906-94.3% | $479-41.7% |