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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $32,700 |
Service code 12 · EIN 41-0417830 | Claims processing; Recordkeeping and ... | $26,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,959 | $87,870+39.9% | $113,168+8.7% | $74,304+65.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 16.42% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,731 | $2,277-24.0% | $2,975-41.8% | $2,241-22.8% |
| Participant deferral / active EE | $6,922 | $4,241+63.2% | $5,107+35.5% | $3,767+83.7% |
| Admin fee / account holder | $217 | $3,368-93.6% | $12,068-98.2% | $2,969-92.7% |