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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 MANAGEMENT8 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $73,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,930 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,217 | $89,588-35.0% | $136,007-57.2% | $77,643-25.0% |
| Participation rate | 89.8% | 74.3%+15.5pp | 76.5%+13.3pp | 70.6%+19.2pp |
| Annual return | 19.31% | 17.42%+1.9pp | 579.32%-560.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $789 | $3,491-77.4% | $4,217-81.3% | $2,726-71.0% |
| Participant deferral / active EE | $6,638 | $5,591+18.7% | $7,025-5.5% | $4,647+42.8% |
| Admin fee / account holder | $194 | $539-64.0% | $6,858-97.2% | $430-54.9% |