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) | $25,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,035 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,084 | $78,485+0.8% | $106,213-25.5% | $74,495+6.2% |
| Participation rate | 90.0% | 72.8%+17.2pp | 75.3%+14.7pp | 67.2%+22.8pp |
| Annual return | 10.25% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,813 | $2,523-28.1% | $3,171-42.8% | $2,623-30.9% |
| Participant deferral / active EE | $4,211 | $4,322-2.6% | $5,016-16.1% | $4,346-3.1% |
| Admin fee / account holder | $270 | $2,232-87.9% | $11,033-97.6% | $1,942-86.1% |