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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,023 | $55,453+51.5% | $170,442-50.7% | $62,292+34.9% |
| Participation rate | 76.4% | 66.4%+10.1pp | 83.6%-7.2pp | 69.5%+6.9pp |
| Annual return | 13.42% | 21.38%-8.0pp | 205.93%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $4,168 | $2,164+92.6% | $5,433-23.3% | $2,042+104.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |