Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $71,258 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,714 | $58,778+54.3% | $129,295-29.8% | $77,671+16.8% |
| Participation rate | 36.3% | 59.2%-23.0pp | 69.6%-33.4pp | 70.6%-34.3pp |
| Annual return | 18.83% | 24.73%-5.9pp | 9429.28%-9410.5pp | 31.21%-12.4pp |
| Employer contribution / active EE | $822 | $1,952-57.9% | $4,157-80.2% | $2,726-69.9% |
| Participant deferral / active EE | $1,983 | $3,212-38.3% | $4,169-52.4% | $4,648-57.3% |
| Admin fee / account holder | $200 | $589-66.1% | $7,665-97.4% | $430-53.6% |