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 13 · EIN 42-0127290 | Contract Administrator | $44,057 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $23,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,388 | $65,061+9.7% | $143,757-50.3% | $66,914+6.7% |
| Participation rate | 65.3% | 65.2%+0.2pp | 80.3%-15.0pp | 69.8%-4.5pp |
| Annual return | -16.50% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,438 | $2,361+3.3% | $4,951-50.8% | $2,544-4.2% |
| Participant deferral / active EE | $4,394 | $2,919+50.5% | $5,637-22.1% | $4,237+3.7% |
| Admin fee / account holder | $258 | $502-48.6% | $14,673-98.2% | $593-56.5% |