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 MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $73,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,099 | $74,188-37.9% | $115,756-60.2% | $64,808-28.9% |
| Participation rate | 89.1% | 76.2%+12.9pp | 77.1%+12.0pp | 71.5%+17.7pp |
| Annual return | -17.30% | -11.81%-5.5pp | 143.14%-160.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $589 | $3,365-82.5% | $3,793-84.5% | $2,506-76.5% |
| Participant deferral / active EE | $6,533 | $5,294+23.4% | $6,254+4.5% | $4,310+51.6% |
| Admin fee / account holder | $150 | $148+1.0% | $8,124-98.2% | $188-20.3% |