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 MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,935 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,269 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,374 | $54,193-14.4% | $93,606-50.5% | $77,643-40.3% |
| Participation rate | 76.5% | 63.9%+12.6pp | 68.7%+7.8pp | 70.6%+6.0pp |
| Annual return | 16.08% | 30.54%-14.5pp | 133.20%-117.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,263 | $1,168+93.8% | $2,420-6.5% | $2,726-17.0% |
| Participant deferral / active EE | $6,046 | $3,144+92.3% | $4,411+37.1% | $4,647+30.1% |
| Admin fee / account holder | $87 | $576-84.8% | $8,285-98.9% | $430-79.7% |