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 MANAGEMENT4 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 | $26,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $104,962 | $78,422+33.8% | $95,952+9.4% | $79,858+31.4% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 13.41% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $411 | $1,945-78.9% | $2,541-83.8% | $2,471-83.4% |
| Participant deferral / active EE | $6,784 | $3,440+97.2% | $4,167+62.8% | $3,740+81.4% |
| Admin fee / account holder | $407 | $5,622-92.8% | $6,795-94.0% | $5,306-92.3% |