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 | $10,286 |
RBC WEALTH MANAGEMENT2 years 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 | $62,484 | $76,050-17.8% | $96,544-35.3% | $71,457-12.6% |
| Participation rate | 89.6% | 74.4%+15.2pp | 76.0%+13.6pp | 67.9%+21.6pp |
| Annual return | 14.15% | 22.81%-8.7pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,080 | $2,244-51.9% | $2,965-63.6% | $2,588-58.3% |
| Participant deferral / active EE | $4,308 | $4,215+2.2% | $4,851-11.2% | $4,289+0.5% |
| Admin fee / account holder | $74 | $2,707-97.3% | $8,252-99.1% | $1,587-95.3% |