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 27 · EIN 41-1416330 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,428 |
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 | $69,880 | $48,576+43.9% | $169,463-58.8% | $56,287+24.1% |
| Participation rate | 77.6% | 65.8%+11.8pp | 77.8%-0.2pp | 69.9%+7.7pp |
| Annual return | -4.64% | -2.51%-2.1pp | 1.83%-6.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,687 | $1,559+200.6% | $4,159+12.7% | $2,111+122.0% |
| Participant deferral / active EE | $9,647 | $3,275+194.6% | $5,277+82.8% | $3,350+188.0% |
| Admin fee / account holder | $187 | $435-57.1% | $9,109-97.9% | $521-64.1% |