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 MANAGEMENT3 years Service code 28 60 S 6TH STREET, MSC P21 · MINNEAPOLIS, MN 554024400 | Investment Management | $15,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,206 | $65,390+41.0% | $169,368-45.6% | $71,457+29.0% |
| Participation rate | 47.1% | 67.0%-19.9pp | 77.1%-30.1pp | 67.9%-20.9pp |
| Annual return | 15.74% | 21.31%-5.6pp | 405.60%-389.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,087 | $2,079-47.7% | $4,013-72.9% | $2,588-58.0% |
| Participant deferral / active EE | $2,524 | $4,367-42.2% | $6,221-59.4% | $4,289-41.2% |
| Admin fee / account holder | $5,687 | $1,324+329.5% | $9,003-36.8% | $1,587+258.3% |