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) | $18,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,869 |
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 | $50,081 | $185,342-73.0% | $111,297-55.0% | $86,799-42.3% |
| Participation rate | 90.9% | 81.0%+10.0pp | 77.3%+13.6pp | 72.3%+18.7pp |
| Annual return | 11.58% | 500.80%-489.2pp | 54.65%-43.1pp | 97.91%-86.3pp |
| Employer contribution / active EE | $942 | $2,246-58.1% | $2,731-65.5% | $2,405-60.8% |
| Participant deferral / active EE | $3,362 | $4,458-24.6% | $4,487-25.1% | $4,131-18.6% |
| Admin fee / account holder | $102 | $255-59.9% | $7,964-98.7% | $170-39.6% |