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 | $50,982+16.4% | $154,803-61.7% | $85,563-30.7% |
| Participation rate | 91.1% | 59.8%+31.3pp | 78.1%+13.0pp | 66.0%+25.1pp |
| Annual return | 5.92% | 30.35%-24.4pp | 58.88%-53.0pp | 31.51%-25.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $15 | $846-98.2% | $14,329-99.9% | $834-98.2% |