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 MANAGEMENT8 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $30,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,047 | $76,173-34.3% | $81,382-38.5% | $199,593-74.9% |
| Participation rate | 50.4% | 76.3%-25.9pp | 69.5%-19.1pp | 72.0%-21.6pp |
| Annual return | 100.68% | 15.59%+85.1pp | 24.73%+76.0pp | 34.25%+66.4pp |
| Employer contribution / active EE | $1,042 | $2,792-62.7% | $2,463-57.7% | $3,034-65.7% |
| Participant deferral / active EE | $1,956 | $4,201-53.4% | $3,883-49.6% | $5,087-61.5% |
| Admin fee / account holder | $85 | $146-41.8% | $5,768-98.5% | $269-68.4% |