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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Other Commissions | $120,899 |
Service code 10 · EIN 25-1408703 | Accounting | $14,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $59,337 | $46,464+27.7% | $150,298-60.5% | $79,634-25.5% |
| Participation rate | 91.1% | 57.0%+34.1pp | 77.8%+13.3pp | 62.5%+28.6pp |
| Annual return | 5.92% | 27.89%-22.0pp | 62.79%-56.9pp | 36.46%-30.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $15 | $891-98.3% | $14,116-99.9% | $1,002-98.5% |