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 MANAGEMENT4 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $80,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,188 | $99,957+17.2% | $149,696-21.7% | $73,488+59.5% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.6pp | 70.7%+25.3pp |
| Annual return | 18.29% | 53.87%-35.6pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,701 | $3,191-15.4% | $4,644-41.8% | $2,270+19.0% |
| Participant deferral / active EE | $11,194 | $6,073+84.3% | $6,842+63.6% | $3,740+199.3% |
| Admin fee / account holder | $192 | $551-65.2% | $9,309-97.9% | $513-62.6% |