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 MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $39,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,369 |
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 | $54,043 | $41,647+29.8% | $96,139-43.8% | $86,799-37.7% |
| Participation rate | 97.6% | 50.2%+47.4pp | 68.4%+29.2pp | 72.3%+25.3pp |
| Annual return | 12.72% | 27.24%-14.5pp | 191.94%-179.2pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,747 | $1,318+32.6% | $2,797-37.5% | $2,405-27.4% |
| Participant deferral / active EE | $3,342 | $2,412+38.5% | $4,349-23.2% | $4,131-19.1% |
| Admin fee / account holder | $16 | $169-90.5% | $5,537-99.7% | $170-90.5% |