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 Service code 55 · EIN 41-1416330 | Other Commissions | $40,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,538 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,053 | $41,078+58.4% | $80,569-19.3% | $71,457-9.0% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 13.00% | 38.45%-25.5pp | 935.43%-922.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,977 | $1,506+31.3% | $2,723-27.4% | $2,588-23.6% |
| Participant deferral / active EE | $3,521 | $2,699+30.4% | $4,447-20.8% | $4,289-17.9% |
| Admin fee / account holder | $26 | $1,840-98.6% | $5,377-99.5% | $1,587-98.3% |