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) | $22,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,693 | $73,004+13.3% | $90,749-8.9% | $68,494+20.7% |
| Participation rate | 85.3% | 70.8%+14.4pp | 75.7%+9.6pp | 67.9%+17.4pp |
| Annual return | -16.29% | -13.81%-2.5pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,446 | $2,193-34.0% | $2,921-50.5% | $2,596-44.3% |
| Participant deferral / active EE | $4,387 | $3,627+21.0% | $4,564-3.9% | $4,027+8.9% |
| Admin fee / account holder | $323 | $5,896-94.5% | $8,445-96.2% | $5,403-94.0% |