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) | $50,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
Annual investment return 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 | $54,490 | $81,474-33.1% | $133,956-59.3% | $73,488-25.9% |
| Participation rate | 97.3% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.6pp |
| Annual return | 5.01% | 19.40%-14.4pp | 45.09%-40.1pp | 28.51%-23.5pp |
| Employer contribution / active EE | $579 | $2,209-73.8% | $3,919-85.2% | $2,270-74.5% |
| Participant deferral / active EE | $3,492 | $3,786-7.8% | $5,048-30.8% | $3,740-6.6% |
| Admin fee / account holder | $194 | $713-72.8% | $8,927-97.8% | $513-62.2% |