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 | $38,956 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $27,827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,682 | $76,050-39.9% | $96,544-52.7% | $71,457-36.1% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 15.99% | 22.81%-6.8pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $4,704 | $2,244+109.6% | $2,965+58.7% | $2,588+81.8% |
| Participant deferral / active EE | $4,893 | $4,215+16.1% | $4,851+0.9% | $4,289+14.1% |
| Admin fee / account holder | $136 | $2,707-95.0% | $8,252-98.4% | $1,587-91.4% |