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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $32,516 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,619 | $50,956+24.9% | $96,562-34.1% | $86,799-26.7% |
| Participation rate | 36.4% | 65.2%-28.8pp | 69.8%-33.4pp | 72.3%-35.8pp |
| Annual return | 10.88% | 21.27%-10.4pp | 37.78%-26.9pp | 97.91%-87.0pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,967 | $2,954-33.4% | $3,849-48.9% | $4,131-52.4% |
| Admin fee / account holder | $594 | $166+257.8% | $6,181-90.4% | $170+250.3% |