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 |
|---|---|---|
RBC WEALTH MANAGEMENT7+ years Service code 33 · EIN 41-1416330 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,121 | $79,694-55.9% | $96,139-63.5% | $79,386-55.8% |
| Participation rate | 98.0% | 54.0%+44.0pp | 68.4%+29.5pp | 70.7%+27.3pp |
| Annual return | 17.39% | 40.84%-23.5pp | 191.94%-174.6pp | 116.85%-99.5pp |
| Employer contribution / active EE | $503 | $1,443-65.2% | $2,797-82.0% | $2,427-79.3% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $12 | $630-98.1% | $5,537-99.8% | $626-98.0% |