Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 55 | Other Commissions | $18,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,998 | $93,598-29.5% | $135,974-51.5% | $75,173-12.2% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.1pp | 67.2%+16.9pp |
| Annual return | 18.49% | 30.89%-12.4pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $6,277 | $3,538+77.4% | $4,859+29.2% | $2,671+135.0% |
| Participant deferral / active EE | $12,431 | $6,405+94.1% | $7,760+60.2% | $4,126+201.3% |
| Admin fee / account holder | $6 | $6,978-99.9% | $10,767-99.9% | $5,651-99.9% |