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 M Service code 27 · EIN 41-1416330 | Advisory (Plan) | $48,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
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 | $61,503 | $80,177-23.3% | $123,892-50.4% | $57,658+6.7% |
| Participation rate | 92.3% | 74.4%+17.8pp | 81.4%+10.8pp | 70.2%+22.0pp |
| Annual return | 16.69% | 17.90%-1.2pp | 47.52%-30.8pp | 5.13%+11.6pp |
| Employer contribution / active EE | $1,839 | $2,913-36.9% | $4,617-60.2% | $1,974-6.9% |
| Participant deferral / active EE | $6,798 | $5,130+32.5% | $5,984+13.6% | $3,061+122.1% |
| Admin fee / account holder | $138 | $106+30.1% | $8,357-98.3% | $95+46.3% |