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) | $27,099 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,006 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,125 | $64,286-62.5% | $106,387-77.3% | $55,725-56.7% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.5%+13.0pp | 70.9%+19.6pp |
| Annual return | -1.56% | 0.84%-2.4pp | 0.25%-1.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $545 | $2,367-77.0% | $3,520-84.5% | $2,078-73.8% |
| Participant deferral / active EE | $4,826 | $4,158+16.1% | $5,421-11.0% | $3,356+43.8% |
| Admin fee / account holder | $79 | $102-22.4% | $7,510-98.9% | $115-31.1% |