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 | $15,032 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $8,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,200 | $65,435-20.2% | $86,677-39.8% | $66,914-22.0% |
| Participation rate | 89.1% | 75.5%+13.7pp | 76.6%+12.5pp | 69.8%+19.3pp |
| Annual return | -11.88% | -10.89%-1.0pp | 35.91%-47.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $909 | $2,153-57.8% | $2,836-68.0% | $2,544-64.3% |
| Participant deferral / active EE | $3,280 | $4,100-20.0% | $4,656-29.6% | $4,237-22.6% |
| Admin fee / account holder | $89 | $642-86.2% | $7,493-98.8% | $593-85.0% |