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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $60,785 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,072 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,086 | $185,342-68.1% | $111,297-46.9% | $86,799-31.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 13.07% | 500.80%-487.7pp | 54.65%-41.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $3,201 | $2,246+42.5% | $2,731+17.2% | $2,405+33.1% |
| Participant deferral / active EE | $2,814 | $4,458-36.9% | $4,487-37.3% | $4,131-31.9% |
| Admin fee / account holder | $139 | $255-45.8% | $7,964-98.3% | $170-18.3% |