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 Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,677 | $79,519-30.0% | $95,952-42.0% | $73,409-24.2% |
| Participation rate | 61.5% | 81.2%-19.7pp | 77.1%-15.6pp | 72.2%-10.7pp |
| Annual return | 13.86% | 19.20%-5.3pp | 91.61%-77.8pp | 59.29%-45.4pp |
| Employer contribution / active EE | $384 | $2,048-81.2% | $2,541-84.9% | $2,234-82.8% |
| Participant deferral / active EE | $3,196 | $4,138-22.8% | $4,167-23.3% | $3,805-16.0% |
| Admin fee / account holder | $130 | $184-29.6% | $6,795-98.1% | $158-17.8% |