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 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,578 |
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 | $72,896 | $71,516+1.9% | $98,439-25.9% | $71,457+2.0% |
| Participation rate | 93.1% | 72.7%+20.4pp | 75.2%+17.9pp | 67.9%+25.2pp |
| Annual return | 18.68% | 32.41%-13.7pp | 21.16%-2.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,695 | $2,399-29.4% | $3,048-44.4% | $2,588-34.5% |
| Participant deferral / active EE | $3,840 | $4,109-6.5% | $4,738-19.0% | $4,289-10.5% |
| Admin fee / account holder | $231 | $1,675-86.2% | $8,948-97.4% | $1,587-85.5% |