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 | $68,259 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $33,139 |
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 | $36,579 | $65,118-43.8% | $76,768-52.4% | $55,725-34.4% |
| Participation rate | 82.2% | 79.6%+2.6pp | 77.0%+5.3pp | 70.9%+11.4pp |
| Annual return | -4.23% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $941 | $1,941-51.5% | $2,485-62.2% | $2,078-54.7% |
| Participant deferral / active EE | $4,814 | $3,688+30.5% | $3,852+25.0% | $3,356+43.5% |
| Admin fee / account holder | $176 | $116+51.8% | $6,675-97.4% | $115+52.7% |