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 Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,879 | $72,492+22.6% | $87,100+2.0% | $72,985+21.8% |
| Participation rate | 81.9% | 72.8%+9.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 24.01% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,594 | $1,894-15.9% | $2,521-36.8% | $2,440-34.7% |
| Participant deferral / active EE | $6,432 | $3,270+96.7% | $4,049+58.9% | $3,607+78.3% |
| Admin fee / account holder | $372 | $5,055-92.6% | $7,497-95.0% | $5,124-92.7% |