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 15 · EIN 13-3689044 | Recordkeeping | $36,079 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,921 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,052 | $72,254-34.9% | $86,677-45.7% | $64,808-27.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.56% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,936 | $2,393-19.1% | $2,836-31.7% | $2,506-22.7% |
| Participant deferral / active EE | $3,751 | $4,658-19.5% | $4,656-19.4% | $4,310-13.0% |
| Admin fee / account holder | $149 | $174-14.1% | $7,493-98.0% | $188-20.4% |