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 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 55 · EIN 41-1416330 | Other Commissions | $20,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,966 | $64,909-29.2% | $82,313-44.2% | $62,292-26.2% |
| Participation rate | 87.6% | 74.9%+12.7pp | 76.9%+10.7pp | 69.5%+18.1pp |
| Annual return | 18.64% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $615 | $1,676-63.3% | $2,428-74.7% | $2,042-69.9% |
| Participant deferral / active EE | $3,856 | $3,103+24.3% | $3,706+4.0% | $3,169+21.7% |
| Admin fee / account holder | $15 | $440-96.5% | $5,608-99.7% | $479-96.8% |