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) | $11,520 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,195 | $69,362-42.1% | $101,248-60.3% | $73,488-45.3% |
| Participation rate | 74.4% | 68.4%+6.0pp | 75.8%-1.4pp | 70.7%+3.7pp |
| Annual return | 19.72% | 18.46%+1.3pp | 46.47%-26.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $3,307 | $2,628+25.8% | $3,660-9.6% | $2,270+45.7% |
| Participant deferral / active EE | $3,711 | $3,300+12.5% | $4,370-15.1% | $3,740-0.8% |
| Admin fee / account holder | $70 | $704-90.0% | $5,945-98.8% | $513-86.3% |