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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 55 · EIN 41-1416330 | Other Commissions | $50,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,654 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,663 | $53,165-19.8% | $86,188-50.5% | $74,419-42.7% |
| Participation rate | 81.9% | 64.9%+17.0pp | 69.0%+12.9pp | 70.7%+11.1pp |
| Annual return | 26.75% | 22.64%+4.1pp | 1168.45%-1141.7pp | 34.38%-7.6pp |
| Employer contribution / active EE | $2,549 | $1,210+110.7% | $2,380+7.1% | $2,637-3.3% |
| Participant deferral / active EE | $6,388 | $3,234+97.5% | $3,985+60.3% | $4,528+41.1% |
| Admin fee / account holder | $7 | $551-98.7% | $6,852-99.9% | $348-97.9% |