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 37 · EIN 04-2647786 | Loan Processing | $22,914 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,384 | $59,839-44.2% | $81,983-59.3% | $79,858-58.2% |
| Participation rate | 29.9% | 61.6%-31.7pp | 69.2%-39.4pp | 69.6%-39.7pp |
| Annual return | 11.79% | 17.56%-5.8pp | 41.31%-29.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,551 | $2,695-42.4% | $3,722-58.3% | $3,740-58.5% |
| Admin fee / account holder | $513 | $4,287-88.0% | $5,664-90.9% | $5,306-90.3% |