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 | $37,117 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $20,049 |
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 | $14,766 | $31,310-52.8% | $53,898-72.6% | $74,304-80.1% |
| Participation rate | 96.9% | 30.7%+66.2pp | 55.0%+41.9pp | 60.3%+36.5pp |
| Annual return | 11.73% | 23.16%-11.4pp | 528.60%-516.9pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,188 | $450+164.1% | $932+27.4% | $2,241-47.0% |
| Participant deferral / active EE | $2,742 | $934+193.5% | $1,826+50.1% | $3,767-27.2% |
| Admin fee / account holder | $105 | $2,175-95.2% | $2,491-95.8% | $2,969-96.5% |