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 15 · EIN 13-3689044 | Recordkeeping | $62,847 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 22 | Insurance Broker | $29,770 |
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 | $15,306 | $44,473-65.6% | $76,523-80.0% | $55,725-72.5% |
| Participation rate | 41.8% | 51.0%-9.2pp | 68.0%-26.2pp | 70.9%-29.0pp |
| Annual return | -3.42% | -2.01%-1.4pp | -0.27%-3.1pp | 244.93%-248.3pp |
| Employer contribution / active EE | $415 | $1,101-62.3% | $2,647-84.3% | $2,078-80.0% |
| Participant deferral / active EE | $1,167 | $1,988-41.3% | $3,835-69.6% | $3,356-65.2% |
| Admin fee / account holder | $176 | $134+31.1% | $4,848-96.4% | $115+52.7% |