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 MANAGEMENT1+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH STREET, P10 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $36,662 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,403 | $46,360+440.1% | $147,614+69.6% | $52,331+378.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.33% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $14,750 | $2,126+593.7% | $5,564+165.1% | $1,882+683.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $215 | $766-71.9% | $11,611-98.1% | $592-63.7% |