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+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 55 · EIN 41-1416330 | Other Commissions | $23,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,763 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,189 | $68,408-70.5% | $57,179-64.7% | $57,658-65.0% |
| Participation rate | 78.6% | 79.1%-0.5pp | 75.3%+3.2pp | 70.2%+8.4pp |
| Annual return | -1.99% | 8.51%-10.5pp | 14.59%-16.6pp | 5.13%-7.1pp |
| Employer contribution / active EE | $108 | $2,869-96.2% | $2,682-96.0% | $1,974-94.5% |
| Participant deferral / active EE | $2,352 | $2,903-19.0% | $3,096-24.0% | $3,061-23.2% |
| Admin fee / account holder | $15 | $70-78.7% | $3,139-99.5% | $95-84.3% |