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 | $67,167 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,529 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $5,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,093 | $55,415+44.5% | $155,509-48.5% | $74,495+7.5% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 14.01% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,302 | $2,267+45.6% | $4,672-29.3% | $2,623+25.9% |
| Participant deferral / active EE | $5,759 | $2,836+103.1% | $5,626+2.4% | $4,346+32.5% |
| Admin fee / account holder | $297 | $1,738-82.9% | $15,912-98.1% | $1,942-84.7% |