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 CAPITAL MARKETS LLC Service code 99 · EIN 41-1416330 | Other Fees | $21,394 |
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46536 | Other Services | $2,934 |
Employer contribution per participant 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 | $31,523 | $100,923-68.8% | $150,045-79.0% | $74,304-57.6% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.3%+8.9pp | 60.3%+30.8pp |
| Annual return | 16.32% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $577 | $3,463-83.3% | $4,693-87.7% | $2,241-74.3% |
| Participant deferral / active EE | $4,519 | $6,709-32.6% | $7,997-43.5% | $3,767+20.0% |
| Admin fee / account holder | $51 | $2,767-98.2% | $13,435-99.6% | $2,969-98.3% |