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 | $33,735 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,005 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,894 | $185,342+11.1% | $111,297+85.0% | $86,799+137.2% |
| Participation rate | 95.2% | 81.0%+14.2pp | 77.3%+17.9pp | 72.3%+22.9pp |
| Annual return | 13.41% | 500.80%-487.4pp | 54.65%-41.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $3,272 | $2,246+45.7% | $2,731+19.8% | $2,405+36.0% |
| Participant deferral / active EE | $9,233 | $4,458+107.1% | $4,487+105.8% | $4,131+123.5% |
| Admin fee / account holder | $159 | $255-37.8% | $7,964-98.0% | $170-6.3% |