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 WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $48,750 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,392 | $77,197-43.8% | $86,874-50.1% | $93,030-53.4% |
| Participation rate | 76.7% | 78.2%-1.5pp | 71.6%+5.1pp | 73.9%+2.8pp |
| Annual return | 12.70% | 16.31%-3.6pp | 63.52%-50.8pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,779 | $2,514-29.3% | $2,495-28.7% | $2,706-34.3% |
| Participant deferral / active EE | $3,177 | $3,831-17.1% | $3,699-14.1% | $4,562-30.4% |
| Admin fee / account holder | $24 | $105-77.1% | $5,828-99.6% | $152-84.2% |