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 Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $20,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,466 | $65,592-49.0% | $90,160-62.9% | $69,631-51.9% |
| Participation rate | 65.6% | 77.6%-12.0pp | 76.9%-11.3pp | 70.7%-5.1pp |
| Annual return | 41.19% | 57.10%-15.9pp | 34.88%+6.3pp | 27571.02%-27529.8pp |
| Employer contribution / active EE | $812 | $2,193-63.0% | $3,318-75.5% | $2,032-60.0% |
| Participant deferral / active EE | $6,959 | $5,257+32.4% | $5,288+31.6% | $3,224+115.9% |
| Admin fee / account holder | $18 | $86-78.6% | $5,943-99.7% | $110-83.4% |