Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 · EIN 41-1416330 | Consulting | $69,091 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $25,842 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,369 | $103,024+27.5% | $112,040+17.3% | $79,634+65.0% |
| Participation rate | 98.2% | 80.6%+17.6pp | 76.5%+21.7pp | 62.5%+35.7pp |
| Annual return | 12.04% | 17.60%-5.6pp | 24.52%-12.5pp | 36.46%-24.4pp |
| Employer contribution / active EE | $3,684 | $3,015+22.2% | $2,954+24.7% | $2,529+45.6% |
| Participant deferral / active EE | $6,141 | $5,233+17.4% | $5,098+20.5% | $3,835+60.2% |
| Admin fee / account holder | $125 | $465-73.2% | $12,098-99.0% | $1,002-87.6% |