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 | $13,753 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $10,610 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,795 | $78,422+1.8% | $95,952-16.8% | $79,858-0.1% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.6pp | 69.6%+8.0pp |
| Annual return | 16.37% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,802 | $1,945-7.3% | $2,541-29.1% | $2,471-27.1% |
| Participant deferral / active EE | $4,090 | $3,440+18.9% | $4,167-1.8% | $3,740+9.4% |
| Admin fee / account holder | $268 | $5,622-95.2% | $6,795-96.1% | $5,306-95.0% |