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 MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $36,583 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,720 | $79,171-8.1% | $102,423-29.0% | $74,495-2.4% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.2pp | 67.2%+29.4pp |
| Annual return | 12.91% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,432 | $2,362+3.0% | $3,023-19.6% | $2,623-7.3% |
| Participant deferral / active EE | $5,184 | $4,415+17.4% | $5,053+2.6% | $4,346+19.3% |
| Admin fee / account holder | $263 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |