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) | $24,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,082 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,850 | $79,428+10.6% | $106,548-17.5% | $79,386+10.7% |
| Participation rate | 87.4% | 74.1%+13.3pp | 76.1%+11.2pp | 70.7%+16.7pp |
| Annual return | 10.78% | 18.27%-7.5pp | 26.80%-16.0pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,877 | $2,234-16.0% | $2,819-33.4% | $2,427-22.7% |
| Participant deferral / active EE | $4,177 | $3,823+9.3% | $4,398-5.0% | $4,046+3.2% |
| Admin fee / account holder | $270 | $523-48.3% | $7,407-96.4% | $626-56.8% |