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 MANAGEMENT4 years Service code 55 · EIN 41-1416330 | Other Commissions | $67,010 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,817 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,609 | $57,610-62.5% | $154,803-86.0% | $102,872-79.0% |
| Participation rate | 67.5% | 59.5%+8.1pp | 78.1%-10.5pp | 73.0%-5.5pp |
| Annual return | 17.52% | 30.49%-13.0pp | 58.88%-41.4pp | 19.06%-1.5pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,268 | $2,914-22.2% | $5,540-59.1% | $5,535-59.0% |
| Admin fee / account holder | $8 | $368-97.9% | $14,329-99.9% | $292-97.3% |