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 Service code 27 · EIN 41-1416330 | Advisory (Plan) | $22,507 |
Service code 64 · EIN 91-1526584 | Recordkeeping Fees | $12,337 |
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 | $56,397 | $55,449+1.7% | $83,848-32.7% | $56,287+0.2% |
| Participation rate | 88.9% | 68.0%+20.9pp | 76.1%+12.7pp | 69.9%+19.0pp |
| Annual return | -5.99% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,176 | $2,430-10.5% | $3,631-40.1% | $2,111+3.1% |
| Participant deferral / active EE | $2,302 | $2,935-21.6% | $4,082-43.6% | $3,350-31.3% |
| Admin fee / account holder | $277 | $656-57.8% | $5,478-94.9% | $521-46.8% |