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 | $68,692 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,000 |
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 | $36,070 | $72,254-50.1% | $86,677-58.4% | $64,808-44.3% |
| Participation rate | 92.0% | 80.4%+11.6pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -6.43% | 392.42%-398.9pp | 35.91%-42.3pp | 32.82%-39.2pp |
| Employer contribution / active EE | $762 | $2,393-68.2% | $2,836-73.1% | $2,506-69.6% |
| Participant deferral / active EE | $5,964 | $4,658+28.0% | $4,656+28.1% | $4,310+38.4% |
| Admin fee / account holder | $133 | $174-23.3% | $7,493-98.2% | $188-29.0% |