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 MANAGEMENT6+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH STREET, P10 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $60,508 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $339,551 | $58,879+476.7% | $178,490+90.2% | $73,488+362.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.62% | 24.86%-14.2pp | 151.07%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $16,888 | $2,236+655.2% | $5,011+237.0% | $2,270+643.9% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $323 | $400-19.3% | $13,984-97.7% | $513-37.1% |