See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 55 | Other Commissions | $21,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,362 | $102,317-43.0% | $146,958-60.3% | $80,856-27.8% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.2%-8.7pp | 67.6%+5.8pp |
| Annual return | 13.83% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,999 | $3,713+34.6% | $4,933+1.3% | $2,755+81.5% |
| Participant deferral / active EE | $9,312 | $6,644+40.2% | $8,070+15.4% | $4,296+116.8% |
| Admin fee / account holder | $2 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |