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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 MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $58,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,566 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,819 | $82,978-32.7% | $130,231-57.1% | $74,419-25.0% |
| Participation rate | 90.4% | 73.7%+16.7pp | 76.3%+14.1pp | 70.7%+19.6pp |
| Annual return | 33.24% | 123.05%-89.8pp | 38.77%-5.5pp | 34.38%-1.1pp |
| Employer contribution / active EE | $732 | $3,391-78.4% | $4,126-82.3% | $2,637-72.3% |
| Participant deferral / active EE | $7,023 | $5,370+30.8% | $6,799+3.3% | $4,528+55.1% |
| Admin fee / account holder | $177 | $354-50.1% | $6,020-97.1% | $348-49.2% |