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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,911 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $12,643 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,718 | $79,171-83.9% | $102,423-87.6% | $74,495-82.9% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 13.81% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,018 | $4,415-31.6% | $5,053-40.3% | $4,346-30.6% |
| Admin fee / account holder | $79 | $2,001-96.0% | $9,451-99.2% | $1,942-95.9% |