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 27 · EIN 41-1416330 | Advisory (Plan) | $15,596 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $950 |
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 | $38,741 | $65,061-40.5% | $143,757-73.1% | $66,914-42.1% |
| Participation rate | 26.7% | 65.2%-38.4pp | 80.3%-53.6pp | 69.8%-43.1pp |
| Annual return | -17.45% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $351 | $2,361-85.1% | $4,951-92.9% | $2,544-86.2% |
| Participant deferral / active EE | $1,149 | $2,919-60.6% | $5,637-79.6% | $4,237-72.9% |
| Admin fee / account holder | $13 | $502-97.5% | $14,673-99.9% | $593-97.9% |