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 MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $46,088 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,401 |
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 | $219,406 | $88,890+146.8% | $102,423+114.2% | $77,643+182.6% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 16.34% | 24.98%-8.6pp | 29.32%-13.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,301 | $2,698+22.4% | $3,023+9.2% | $2,726+21.1% |
| Participant deferral / active EE | $9,174 | $5,145+78.3% | $5,053+81.6% | $4,647+97.4% |
| Admin fee / account holder | $118 | $235-50.0% | $9,451-98.8% | $430-72.6% |