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 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $58,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $753 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,418 | $86,655-34.9% | $119,609-52.8% | $66,914-15.7% |
| Participation rate | 94.4% | 75.6%+18.8pp | 79.3%+15.2pp | 69.8%+24.6pp |
| Annual return | -13.14% | -8.00%-5.1pp | -14.97%+1.8pp | 1.58%-14.7pp |
| Employer contribution / active EE | $578 | $2,536-77.2% | $4,232-86.3% | $2,544-77.3% |
| Participant deferral / active EE | $3,781 | $4,358-13.2% | $5,602-32.5% | $4,237-10.8% |
| Admin fee / account holder | $252 | $755-66.6% | $10,323-97.6% | $593-57.5% |