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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,490 |
Form 5500 reported that benefits due were not provided when due.
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 | $186,463 | $79,519+134.5% | $95,952+94.3% | $73,409+154.0% |
| Participation rate | 92.9% | 81.2%+11.7pp | 77.1%+15.8pp | 72.2%+20.7pp |
| Annual return | 13.98% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,079 | $2,048+50.4% | $2,541+21.2% | $2,234+37.8% |
| Participant deferral / active EE | $8,402 | $4,138+103.0% | $4,167+101.6% | $3,805+120.8% |
| Admin fee / account holder | $16 | $184-91.3% | $6,795-99.8% | $158-89.9% |