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 MANAGEMENT5 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 | $30,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,546 | $86,286+46.7% | $111,297+13.7% | $85,850+47.4% |
| Participation rate | 88.6% | 73.3%+15.3pp | 77.3%+11.3pp | 69.3%+19.3pp |
| Annual return | 13.85% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,432 | $2,043+19.0% | $2,731-11.0% | $2,565-5.2% |
| Participant deferral / active EE | $10,462 | $3,641+187.4% | $4,487+133.1% | $3,952+164.7% |
| Admin fee / account holder | $478 | $8,188-94.2% | $7,964-94.0% | $6,260-92.4% |