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 MANAGEMENT4+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $37,495 |
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 | $110,929 | $44,873+147.2% | $79,464+39.6% | $56,287+97.1% |
| Participation rate | 63.0% | 68.7%-5.7pp | 73.3%-10.3pp | 69.9%-6.8pp |
| Annual return | -5.54% | 0.81%-6.4pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,704 | $2,746+71.3% | $3,704+27.0% | $3,350+40.4% |
| Admin fee / account holder | $286 | $418-31.6% | $5,113-94.4% | $521-45.1% |