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 MANAGEMENT3 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $7,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,010 |
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 | $70,509 | $72,492-2.7% | $87,100-19.0% | $72,985-3.4% |
| Participation rate | 75.3% | 72.8%+2.5pp | 76.9%-1.5pp | 69.5%+5.8pp |
| Annual return | 21.67% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,945 | $1,894+2.7% | $2,521-22.9% | $2,440-20.3% |
| Participant deferral / active EE | $4,826 | $3,270+47.6% | $4,049+19.2% | $3,607+33.8% |
| Admin fee / account holder | $122 | $5,055-97.6% | $7,497-98.4% | $5,124-97.6% |