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 MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $45,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,617 | $88,083-34.6% | $164,813-65.0% | $74,495-22.7% |
| Participation rate | 92.4% | 73.0%+19.4pp | 78.6%+13.8pp | 67.2%+25.2pp |
| Annual return | 15.50% | 17.26%-1.8pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,902 | $2,593-26.6% | $4,341-56.2% | $2,623-27.5% |
| Participant deferral / active EE | $4,514 | $4,498+0.4% | $6,031-25.2% | $4,346+3.9% |
| Admin fee / account holder | $186 | $2,234-91.7% | $12,690-98.5% | $1,942-90.4% |