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 MANAGEMENT2 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $31,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,038 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,232 | $75,419-54.6% | $392,568-91.3% | $67,579-49.3% |
| Participation rate | 89.8% | 74.8%+15.0pp | 78.1%+11.7pp | 71.3%+18.5pp |
| Annual return | 30.82% | 36.70%-5.9pp | 24.42%+6.4pp | 378.56%-347.7pp |
| Employer contribution / active EE | $629 | $2,636-76.1% | $3,783-83.4% | $2,148-70.7% |
| Participant deferral / active EE | $5,827 | $4,347+34.0% | $5,985-2.6% | $3,539+64.6% |
| Admin fee / account holder | $100 | $114-11.7% | $6,260-98.4% | $142-29.4% |