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 CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 60 S. 6TH STREET, SUITE 800 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $28,323 |
Service code 64 · EIN 20-3970947 1985 E. RIVER ROAD, SUITE 111 · TUCSON, AZ 85718 | Recordkeeping Fees | $6,311 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $14,849 | $42,353-64.9% | $79,550-81.3% | $64,808-77.1% |
| Participation rate | 94.0% | 64.8%+29.3pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -18.37% | -12.24%-6.1pp | 0.16%-18.5pp | 32.82%-51.2pp |
| Employer contribution / active EE | $830 | $1,181-29.7% | $2,413-65.6% | $2,506-66.9% |
| Participant deferral / active EE | $4,404 | $3,170+38.9% | $3,985+10.5% | $4,310+2.2% |
| Admin fee / account holder | $120 | $160-25.0% | $6,832-98.2% | $188-36.3% |