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 MANAGEMENT4 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $33,637 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,356 | $96,484-33.3% | $156,263-58.8% | $74,304-13.4% |
| Participation rate | 95.8% | 67.7%+28.2pp | 78.9%+16.9pp | 60.3%+35.5pp |
| Annual return | 14.47% | 17.73%-3.3pp | 59.47%-45.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,933 | $2,528-23.5% | $4,333-55.4% | $2,241-13.7% |
| Participant deferral / active EE | $5,836 | $4,286+36.2% | $6,158-5.2% | $3,767+54.9% |
| Admin fee / account holder | $206 | $3,728-94.5% | $14,255-98.6% | $2,969-93.1% |