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 37 · EIN 04-2647786 | Loan Processing | $76,069 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 16 · EIN 41-1416330 | Consulting | $25,341 |
Form 5500 reported that benefits due were not provided when due.
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 | $164,850 | $73,404+124.6% | $87,100+89.3% | $67,579+143.9% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.9%+18.5pp | 71.3%+24.1pp |
| Annual return | 23.75% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,294 | $2,014+63.6% | $2,521+30.6% | $2,148+53.4% |
| Participant deferral / active EE | $9,017 | $3,913+130.5% | $4,049+122.7% | $3,539+154.8% |
| Admin fee / account holder | -$119 | $142-184.1% | $7,497-101.6% | $142-183.7% |