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 9-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 MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $28,924 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $22,801 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,529 | $62,127-33.2% | $81,382-49.0% | $74,495-44.3% |
| Participation rate | 90.7% | 64.0%+26.7pp | 69.5%+21.2pp | 67.2%+23.5pp |
| Annual return | 24.35% | 16.48%+7.9pp | 24.73%-0.4pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $2,146 | $1,882+14.0% | $2,463-12.8% | $2,623-18.2% |
| Participant deferral / active EE | $5,460 | $3,229+69.1% | $3,883+40.6% | $4,346+25.6% |
| Admin fee / account holder | $196 | $1,934-89.9% | $5,768-96.6% | $1,942-89.9% |