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 | $70,857 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,676 | $185,342-73.2% | $111,297-55.4% | $86,799-42.8% |
| Participation rate | 66.8% | 81.0%-14.2pp | 77.3%-10.5pp | 72.3%-5.5pp |
| Annual return | 16.61% | 500.80%-484.2pp | 54.65%-38.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $792 | $2,246-64.7% | $2,731-71.0% | $2,405-67.1% |
| Participant deferral / active EE | $4,307 | $4,458-3.4% | $4,487-4.0% | $4,131+4.3% |
| Admin fee / account holder | $180 | $255-29.7% | $7,964-97.7% | $170+5.9% |