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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,022 |
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 | $170,000 | $72,254+135.3% | $86,677+96.1% | $64,808+162.3% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.8pp | 71.5%+24.0pp |
| Annual return | -15.74% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,403 | $2,393+42.2% | $2,836+20.0% | $2,506+35.8% |
| Participant deferral / active EE | $9,230 | $4,658+98.1% | $4,656+98.2% | $4,310+114.1% |
| Admin fee / account holder | $179 | $174+2.9% | $7,493-97.6% | $188-4.7% |