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 | $18,710 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $12,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,441 | $80,753-22.7% | $136,294-54.2% | $62,292+0.2% |
| Participation rate | 91.9% | 73.5%+18.4pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 18.99% | 35.83%-16.8pp | 5155.94%-5137.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,455 | $2,884-14.9% | $4,695-47.7% | $2,042+20.2% |
| Participant deferral / active EE | $6,096 | $5,164+18.1% | $6,247-2.4% | $3,169+92.4% |
| Admin fee / account holder | $268 | $525-48.9% | $9,243-97.1% | $479-44.0% |