See peer percentile detail with Solo.
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 MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $44,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Annual investment return 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 | $58,468 | $82,978-29.5% | $129,995-55.0% | $71,457-18.2% |
| Participation rate | 96.3% | 74.1%+22.2pp | 78.5%+17.8pp | 67.9%+28.3pp |
| Annual return | 11.49% | 20.60%-9.1pp | -137.18%+148.7pp | 28.85%-17.4pp |
| Employer contribution / active EE | $811 | $2,622-69.1% | $4,320-81.2% | $2,588-68.7% |
| Participant deferral / active EE | $4,076 | $4,432-8.0% | $5,820-30.0% | $4,289-5.0% |
| Admin fee / account holder | $188 | $1,729-89.1% | $10,614-98.2% | $1,587-88.1% |