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 MANAGEMENT8+ 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 | $28,741 | $37,393-23.1% | $77,024-62.7% | $66,914-57.0% |
| Participation rate | 97.5% | 52.9%+44.6pp | 67.9%+29.6pp | 69.8%+27.7pp |
| Annual return | -17.73% | -3.29%-14.4pp | 42.32%-60.0pp | 1.58%-19.3pp |
| Employer contribution / active EE | $505 | $1,531-67.0% | $2,812-82.0% | $2,544-80.1% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $19 | $567-96.7% | $5,425-99.7% | $593-96.8% |