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 55 · EIN 41-1416330 | Other Commissions | $41,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,252 |
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 | $50,383 | $37,393+34.7% | $77,024-34.6% | $66,914-24.7% |
| Participation rate | 99.6% | 52.9%+46.7pp | 67.9%+31.7pp | 69.8%+29.8pp |
| Annual return | -9.96% | -3.29%-6.7pp | 42.32%-52.3pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,933 | $1,531+26.3% | $2,812-31.3% | $2,544-24.0% |
| Participant deferral / active EE | $3,248 | $2,617+24.1% | $4,426-26.6% | $4,237-23.3% |
| Admin fee / account holder | $23 | $567-96.0% | $5,425-99.6% | $593-96.2% |