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 MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $89,953 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,453 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,661 | $124,414-41.6% | $115,157-36.9% | $67,579+7.5% |
| Participation rate | 93.9% | 58.1%+35.9pp | 75.9%+18.0pp | 71.3%+22.7pp |
| Annual return | 21.71% | 29.40%-7.7pp | 35.60%-13.9pp | 378.56%-356.9pp |
| Employer contribution / active EE | $2,360 | $1,454+62.3% | $3,179-25.7% | $2,148+9.9% |
| Participant deferral / active EE | $4,625 | $2,331+98.4% | $4,168+11.0% | $3,539+30.7% |
| Admin fee / account holder | $172 | $361-52.4% | $7,088-97.6% | $142+20.8% |