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 WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $33,429 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,141 | $40,522+18.8% | $84,611-43.1% | $67,579-28.8% |
| Participation rate | 97.3% | 51.1%+46.2pp | 68.2%+29.0pp | 71.3%+26.0pp |
| Annual return | 16.76% | 32.72%-16.0pp | 258.74%-242.0pp | 378.56%-361.8pp |
| Employer contribution / active EE | $1,774 | $1,146+54.8% | $2,652-33.1% | $2,148-17.4% |
| Participant deferral / active EE | $3,135 | $2,132+47.1% | $3,899-19.6% | $3,539-11.4% |
| Admin fee / account holder | $25 | $145-83.0% | $4,912-99.5% | $142-82.6% |