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 MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,090 |
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 | $197,214 | $99,078+99.0% | $96,544+104.3% | $74,419+165.0% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.0%+18.4pp | 70.7%+23.7pp |
| Annual return | 19.15% | 22.48%-3.3pp | 25.84%-6.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,421 | $2,570+33.1% | $2,965+15.4% | $2,637+29.7% |
| Participant deferral / active EE | $9,330 | $4,933+89.1% | $4,851+92.3% | $4,528+106.1% |
| Admin fee / account holder | $126 | $225-44.0% | $8,252-98.5% | $348-63.8% |