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 13 · EIN 42-0127290 | Contract Administrator | $36,008 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,434 | $76,050-42.9% | $96,544-55.0% | $71,457-39.2% |
| Participation rate | 86.4% | 74.4%+12.0pp | 76.0%+10.4pp | 67.9%+18.5pp |
| Annual return | 16.55% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,927 | $2,244-14.1% | $2,965-35.0% | $2,588-25.5% |
| Participant deferral / active EE | $3,945 | $4,215-6.4% | $4,851-18.7% | $4,289-8.0% |
| Admin fee / account holder | $279 | $2,707-89.7% | $8,252-96.6% | $1,587-82.4% |