See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | Participant loan processing; Float re... | $25,842 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $131,369 | $98,727+33.1% | $113,168+16.1% | $85,563+53.5% |
| Participation rate | 98.2% | 80.8%+17.4pp | 76.6%+21.6pp | 66.0%+32.2pp |
| Annual return | 12.04% | 17.43%-5.4pp | 24.27%-12.2pp | 31.51%-19.5pp |
| Employer contribution / active EE | $3,684 | $2,907+26.7% | $2,975+23.8% | $2,654+38.8% |
| Participant deferral / active EE | $6,141 | $5,424+13.2% | $5,107+20.3% | $4,375+40.4% |
| Admin fee / account holder | $125 | $357-65.1% | $12,068-99.0% | $834-85.1% |