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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,709 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $44,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,084 | $56,102+19.6% | $101,794-34.1% | $102,872-34.8% |
| Participation rate | 28.3% | 70.4%-42.0pp | 69.2%-40.9pp | 73.0%-44.7pp |
| Annual return | 15.93% | 14.06%+1.9pp | 30.53%-14.6pp | 19.06%-3.1pp |
| Employer contribution / active EE | $683 | $1,380-50.5% | $2,289-70.2% | $3,526-80.6% |
| Participant deferral / active EE | $1,324 | $2,801-52.7% | $4,084-67.6% | $5,535-76.1% |
| Admin fee / account holder | $273 | $262+4.0% | $8,777-96.9% | $292-6.7% |