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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,371 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,779 | $54,573-17.9% | $90,951-50.8% | $73,488-39.1% |
| Participation rate | 65.1% | 61.2%+4.0pp | 69.0%-3.9pp | 70.7%-5.6pp |
| Annual return | 13.79% | 16.69%-2.9pp | 134.60%-120.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $770 | $991-22.3% | $2,122-63.7% | $2,270-66.1% |
| Participant deferral / active EE | $2,326 | $2,517-7.6% | $3,373-31.1% | $3,740-37.8% |
| Admin fee / account holder | $49 | $521-90.5% | $5,959-99.2% | $513-90.4% |