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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 22 · EIN 41-1416330 | Insurance Broker | $25,358 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,725 |
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 | $33,451 | $55,636-39.9% | $81,983-59.2% | $73,488-54.5% |
| Participation rate | 94.5% | 62.3%+32.2pp | 69.2%+25.2pp | 70.7%+23.8pp |
| Annual return | 14.82% | 19.07%-4.3pp | 41.31%-26.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,253 | $1,625-22.9% | $2,498-49.8% | $2,270-44.8% |
| Participant deferral / active EE | $2,427 | $2,762-12.1% | $3,722-34.8% | $3,740-35.1% |
| Admin fee / account holder | $176 | $493-64.2% | $5,664-96.9% | $513-65.7% |