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 Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $14,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,393 | $23,385+17.1% | $69,182-60.4% | $57,658-52.5% |
| Participation rate | 13.7% | 37.9%-24.2pp | 55.1%-41.4pp | 70.2%-56.5pp |
| Annual return | 6.17% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $383 | $843-54.6% | $1,897-79.8% | $3,061-87.5% |
| Admin fee / account holder | $125 | $82+52.4% | $2,697-95.4% | $95+32.4% |