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 MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,077 | $66,302-18.4% | $110,238-50.9% | $56,287-3.9% |
| Participation rate | 96.9% | 74.9%+22.0pp | 79.8%+17.1pp | 69.9%+27.1pp |
| Annual return | 10.94% | -1.18%+12.1pp | 314.74%-303.8pp | -9.96%+20.9pp |
| Employer contribution / active EE | $516 | $2,047-74.8% | $3,826-86.5% | $2,111-75.6% |
| Participant deferral / active EE | $3,057 | $3,381-9.6% | $4,672-34.6% | $3,350-8.7% |
| Admin fee / account holder | $179 | $698-74.4% | $8,547-97.9% | $521-65.7% |