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 | $58,932 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,000 |
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 | $41,127 | $73,404-44.0% | $87,100-52.8% | $67,579-39.1% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.9%+19.6pp | 71.3%+25.2pp |
| Annual return | 21.32% | 48.29%-27.0pp | 28.19%-6.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $989 | $2,014-50.9% | $2,521-60.8% | $2,148-54.0% |
| Participant deferral / active EE | $5,741 | $3,913+46.7% | $4,049+41.8% | $3,539+62.2% |
| Admin fee / account holder | $166 | $142+17.3% | $7,497-97.8% | $142+16.8% |