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 CAPITAL MARKETS LLC Service code 55 404 N 31ST ST STE 300 · BILLINGS, MT 591032158 | Other Commissions | $22,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,688 | $55,453+96.0% | $170,442-36.2% | $62,292+74.5% |
| Participation rate | 48.1% | 66.4%-18.3pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 15.29% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,046 | $2,303+32.3% | $4,939-38.3% | $3,169-3.9% |
| Admin fee / account holder | $24 | $455-94.6% | $13,880-99.8% | $479-94.9% |